| Total AUM | $559.0M |
| Discretionary | $544.9M97% of AUM |
| Non-Discretionary | $14.1M |
| Client Accounts | 574 |
| Avg Account Size | $974K |
| Employees | 6 |
| Peak AUM | $559.0MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $559M | +19.5% | +20.6% | +10.8% | |
| Discretionary AUM | |||||
| Total AUM | $559.0M |
| Discretionary | $544.9M |
| Employees | 6 |
| Client Accounts | 574 |
| Client Range | 101-250 |
Address
1245 E. BRICKYARD ROAD
SALT LAKE CITY UT 84106
Phone
866-534-0530
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$545M
97.5% of AUM
Non-Discretionary
$14M
2.5% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
No related registrations reported
Total AUM
$559M
| $545M |
| +20.0% |
| +20.8% |
| +11.0% |
| Non-Disc. AUM | $14M | +2.9% | +11.6% | +2.6% |
| Total Accounts | 574 | +191.4% | +9.1% | +10.0% |
| Avg Account Size | $973,857.777 | 59.0% | +10.5% | +0.7% |
| Employees | 6 | 14.3% | 5.0% | 3.0% |
| AUM / Employee | $93M | +39.4% | +26.9% | +14.2% |
Client AUM Segments | |||||
| Wealth AUM | $502M | +20.9% | +21.4% | +11.2% | |
| Institutional AUM | $57M | +8.8% | +13.9% | +7.3% | |
Client Count Segments | |||||
| HNW Clients | 134 | +3.9% | +5.5% | +9.4% | |
| Institutional | 5 | 16.7% | 0.0% | — | |
| Individuals | 69 | +11.3% | +5.4% | +3.8% | |