| Total AUM | $210.9M |
| Discretionary | $186.7M89% of AUM |
| Non-Discretionary | $24.2M |
| Client Accounts | 910 |
| Avg Account Size | $232K |
| Employees | 5 |
| Peak AUM | $210.9MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $211M | +11.7% | +15.1% | +13.5% | |
| Discretionary AUM | |||||
| Total AUM | $210.9M |
| Discretionary | $186.7M |
| Employees | 5 |
| Client Accounts | 910 |
| Client Range | 251-500 |
Address
515 SOUTH 1000 EAST
SALT LAKE CITY UT 84102
Phone
385-351-0200
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$187M
88.5% of AUM
Non-Discretionary
$24M
11.5% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
| +12.6% /yrover 5 yrs · 18 filings |
Total AUM
$211M
| $187M |
| +13.1% |
| +14.4% |
| +12.7% |
| Non-Disc. AUM | $24M | +2.3% | +21.1% | +21.1% |
| Total Accounts | 910 | 19.1% | 0.8% | +16.7% |
| Avg Account Size | $231,768.807 | +38.1% | +16.1% | 2.8% |
| Employees | 5 | 16.7% | +8.2% | +4.6% |
| AUM / Employee | $42M | +34.1% | +6.4% | +8.5% |
Client AUM Segments | |||||
| Wealth AUM | $211M | +16.6% | +16.6% | +14.2% | |
Client Count Segments | |||||
| HNW Clients | 337 | 46.3% | 10.2% | +3.0% | |
| Individuals | 71 | +24.6% | +23.5% | +15.5% | |