| Total AUM | $386.1M |
| Discretionary | $386.1M100% of AUM |
| Client Accounts | 243 |
| Avg Account Size | $1.6M |
| Employees | 8 |
| Peak AUM | $386.1MMar 2026 |
Total AUM
$386M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $386M | +17.4% | +14.0% | +15.2% | |
| Discretionary AUM | |||||
| Total AUM | $386.1M |
| Discretionary | $386.1M |
| Employees | 8 |
| Client Accounts | 243 |
| Client Range | 101-250 |
Address
6768 SOUTH 1300 EAST
SALT LAKE CITY UT 84121-2719
Phone
801-566-3190
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$386M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 36.1pp vs 1 year ago
No related registrations reported
| $386M |
| +83.6% |
| +32.5% |
| +30.1% |
| Total Accounts | 243 | 11.0% | 28.2% | 12.2% |
| Avg Account Size | $2M | +31.9% | +58.8% | +31.2% |
| Employees | 8 | 0.0% | 0.0% | +9.7% |
| AUM / Employee | $48M | +17.4% | +14.0% | +5.0% |
Client AUM Segments | |||||
| Wealth AUM | $251M | +25.1% | +14.8% | +5.8% | |
| Institutional AUM | $135M | +5.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 154 | 18.5% | 4.2% | 19.5% | |
| Institutional | 32 | 11.1% | — | — | |
| Individuals | 57 | +18.8% | +13.5% | +51.1% | |