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SQUIRE WEALTH ADVISORS
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 117750 · SEC 801-78495
1329 SOUTH 800 EAST, OREM, UT, 84097, United States
Phone
801-226-7722
Fax
801-228-2147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$586.7M
Discretionary AUM
$578.8M
Team
15 total employees; 13 advisory reps; 57 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $80.2M |
| High net worth individuals | 197 | $348.6M |
| Pension/profit sharing plans | 36 | $23.1M |
| Corporations/business entities | 12 | $120.3M |
States served
AZ, CA, ID, NE, NY, UT, TX
All web addresses on file
Official SEC filing: View on IAPD