| Total AUM | $334.4M |
| Discretionary | $324.4M97% of AUM |
| Non-Discretionary | $10.1M |
| Client Accounts | 438 |
| Avg Account Size | $764K |
| Employees | 5 |
| Peak AUM | $334.4MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $334M | +18.7% | +9.7% | +7.3% | |
| Discretionary AUM | |||||
| Total AUM | $334.4M |
| Discretionary | $324.4M |
| Employees | 5 |
| Client Accounts | 438 |
| Client Range | 51-100 |
Address
22 EAST 100 SOUTH
SALT LAKE CITY UT 84111
Phone
801-521-2191
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$324M
97.0% of AUM
Non-Discretionary
$10M
3.0% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
No related registrations reported
| +10.7% /yrover 24 yrs · 56 filings |
Total AUM
$334M
| $324M |
| +19.2% |
| +9.6% |
| +7.4% |
| Non-Disc. AUM | $10M | +6.3% | +12.8% | +5.9% |
| Total Accounts | 438 | +9.8% | +6.6% | +6.2% |
| Avg Account Size | $763,572.596 | +8.2% | +2.9% | +1.1% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $67M | +18.7% | +9.7% | +7.3% |
Client AUM Segments | |||||
| Wealth AUM | $319M | +20.0% | +13.4% | +9.5% | |
| Institutional AUM | $16M | 1.8% | 23.4% | 13.9% | |
Client Count Segments | |||||
| HNW Clients | 13 | +30.0% | 8.6% | +3.5% | |
| Institutional | 5 | 0.0% | 14.5% | 9.3% | |
| Individuals | 59 | 1.7% | +6.4% | +2.2% | |