← Back to searchVisit website
THREE SEASONS WEALTH
CRD 326517 · SEC 801-127982
111 EAST BROADWAY, STE 1250, SALT LAKE CITY, UT, 84111, United States
Phone
801-662-0585
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.20B
Team
14 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $53.2M |
| High net worth individuals | 137 | $1.17B |
| Corporations/business entities | 18 | $6.5M |
States served
AZ, CA, CO, ID, IL, NV, UT, WY, TX
All web addresses on file
Official SEC filing: View on IAPD