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BEST WEALTH ADVISORY, LLC
CRD 326526
50 E 100 S SUITE 200, SAINT GEORGE, UT, 84770, United States
Phone
(435) 319-0940
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.9M
Discretionary AUM
$43.9M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $19.4M |
| High net worth individuals | 12 | $24.5M |
| Pension/profit sharing plans | 2 | $51K |
All web addresses on file
Official SEC filing: View on IAPD