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WEALTH MODE
WEALTH MODE FINANCIAL PLANNING, LLC
CRD 284136
450 S 400 E, STE 261, BOUNTIFUL, UT, 84010, United States
Phone
(435) 363-9445
Fax
(435) 363-9445
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
2 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX RETURN PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $6.8M |
| High net worth individuals | 4 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD