EXPONENT WEALTH LLC
DBA: EXPONENT WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 3 |
| Peak AUM | $0Feb 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 3 | +50.0% | — | — | — |
Key Metrics
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 3 |
| Client Accounts | 0 |
| Client Range | 0 |
Contact & Location
Phone
(801) 459-1190
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported