| Total AUM | $198.5M |
| Discretionary | $198.5M100% of AUM |
| Client Accounts | 187 |
| Avg Account Size | $1.1M |
| Employees | 3 |
| Peak AUM | $207.7MMar 2024 |
Total AUM
$198M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $198M | 4.4% | +4.4% | — | |
| Discretionary AUM | $198M | ||||
| Total AUM | $198.5M |
| Discretionary | $198.5M |
| Employees | 3 |
| Client Accounts | 187 |
Address
525 W SUNRISE WAY
LEHI UT 84043
Phone
720-449-3656
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$198M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 4.4% |
| +4.4% |
| — |
| Total Accounts | 187 | 48.9% | 23.9% | — |
| Avg Account Size | $1M | +87.0% | +37.1% | — |
| Employees | 3 | 25.0% | 9.6% | +11.7% |
| AUM / Employee | $66M | +27.4% | +15.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $198M | 4.9% | +13.5% | — | |
| Institutional AUM | $940,125 | — | 43.4% | — | |
Client Count Segments | |||||
| HNW Clients | 127 | +47.7% | +31.0% | — | |
| Institutional | 1 | — | 0.0% | — | |
| Individuals | 59 | +20.4% | +8.3% | — | |