WEALTH MANAGEMENT CPAS, LLC

5296 Commerce Drive
Suite 101
Salt Lake City, Utah 84107
Tel: 801-272-4357

About WEALTH MANAGEMENT CPAS, LLC

WEALTH MANAGEMENT CPAS, LLC, formally registered with the SEC as WEALTH MANAGEMENT CPAS, LLC. The firm was established in 03/17/2022. They have over 2 offices throughout the country.

WEALTH MANAGEMENT CPAS, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $270,877,513 assets under management, offering retirement planning & investment advisory services to 893 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310096
SEC#	801-123458
Assets Managed by Firm	$270,877,513
No. of Clients	893
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	893	$270,877,513
Individuals (other than high net worth individuals)	553	$149,768,324
High net worth individuals	55	$117,549,336
Corporations or other businesses	3	$3,559,853

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