Overview
Assets Under Management: $468 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 62
Average Client Assets: $6 million
Frequently Asked Questions
NARUS FINANCIAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173534), NARUS FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
NARUS FINANCIAL PARTNERS, LLC is headquartered in SALT LAKE CITY, UT.
NARUS FINANCIAL PARTNERS, LLC serves 62 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, NARUS FINANCIAL PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NARUS FINANCIAL PARTNERS, LLC manages $468 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, NARUS FINANCIAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.91
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 197
Discretionary Accounts: 190
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 173534
Filing ID: 2034169
Last Filing Date: 2025-12-17 05:55:55
Website: 2