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PL WEALTH ADVISORS, LLC
CRD 170887
650 SOUTH 500 WEST, SUITE 128, SALT LAKE CITY, UT, 84101, United States
Phone
800-870-8670
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.4M
Discretionary AUM
$0
Team
10 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITATION FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD