Overview
Assets Under Management: $271 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
WEALTH MANAGEMENT CPAS, 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 #310096), WEALTH MANAGEMENT CPAS, LLC is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT CPAS, LLC is headquartered in SALT LAKE CITY, UT.
WEALTH MANAGEMENT CPAS, LLC serves 55 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT CPAS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTH MANAGEMENT CPAS, LLC manages $271 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, WEALTH MANAGEMENT CPAS, LLC serves high-net-worth individuals. View client details ↓
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