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WASATCH ADVISORS LP

505 Wakara Way
3rd Floor
Salt Lake City, Utah 84108
Tel: 801-533-0777

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About WASATCH ADVISORS LP

WASATCH ADVISORS LP, formally registered with the SEC as WASATCH ADVISORS LP. The firm was established in 10/23/1975. They have over 1 offices throughout the country.

WASATCH ADVISORS LP is a Salt Lake City, Utah based Financial Planning firm with nearly $26,663,066,907 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 90 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106081
SEC#801-11095
Assets Managed by Firm$26,663,066,907
No. of Clients237
No. of Advisors90

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Firm Client Information

No. of ClientsAUM
Firm Total237$26,663,066,907
Individuals (other than high net worth individuals)9$7,397,347
High net worth individuals44$188,963,075
Pension and profit sharing plans22$1,024,579,722
Charitable organizations51$766,855,189
Other investment advisers1$7,458,574
Corporations or other businesses37$203,513,246

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