WASATCH ADVISORS LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $23.35B |
| Discretionary | $23.35B100% of AUM |
| Client Accounts | 239 |
| Avg Account Size | $97.7M |
| Employees | 96 |
| Peak AUM | $39.49BMar 2022 |
| AUM CAGR | +9.7% /yrover 26 yrs · 53 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $23.3B | 16.4% | +1.4% | 6.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $23.35B |
| Discretionary | $23.35B |
| Employees | 96 |
| Client Accounts | 239 |
| Client Range | 0 |
Contact & Location
Address
505 WAKARA WAY
SALT LAKE CITY UT 84108
Phone
801-533-0777
Filing History
53 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$23.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported