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WEALTH MANAGEMENT CPAS, LLC
CRD 310096 · SEC 801-123458
7084 SOUTH 2300 EAST, SALT LAKE CITY, UT, 84121, United States
Phone
801-272-4357
Fax
385-800-7071
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.2M
Discretionary AUM
$329.2M
Team
10 total employees; 5 advisory reps; 536 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 336 | $156.6M |
| High net worth individuals | 59 | $172.5M |
| Charitable organizations | 1 | $102K |
States served
ID, LA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD