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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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