HEALTHEQUITY ADVISORS

HEALTHEQUITY ADVISORS, LLC

CRD 167105 · SEC 801-78001

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15 WEST SCENIC POINTE DRIVE, SUITE 100, DRAPER, UT, 84020, United States

Phone

801-508-3248

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.99B

Discretionary AUM

$1.21B

Team

8 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (individuals)PORTFOLIO CONSULTING

Client types

Type	Clients	AUM
Individuals	178476	$1.99B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.HEALTHEQUITYADVISORS.COM

Official SEC filing: View on IAPD