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TENCAP WEALTH COACHING
TENCAP WEALTH COACHING, LLC
CRD 166130 · SEC 801-130427
1314 WEST 11400 SOUTH, SUITE 201, SOUTH JORDAN, UT, 84095, United States
Phone
(801) 221-2956
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.0M
Discretionary AUM
$285.0M
Team
7 total employees; 7 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 681 | $136.2M |
| High net worth individuals | 55 | $138.8M |
| Pension/profit sharing plans | 13 | $4.9M |
| Charitable organizations | 1 | $82 |
| Corporations/business entities | 3 | $5.2M |
States served
AZ, CA, CO, ID, KS, MN, NE, NV, NC, ND, SC, UT, VA, WY, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD