Overview
Assets Under Management: $271 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 893
Discretionary Accounts: 893
Regulatory Filings
CRD Number: 310096
Last Filing Date: 2025-02-12 00:00:00
Website: https://wealthcpas.com