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E6 PORTFOLIOS
CRD 326617 · SEC 801-128335
EVERSPIRE PLAZA, 6900 S. 900 E., SUITE 200, MIDVALE, UT, 84047, United States
Phone
801-545-8706
Fax
801-545-8706
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.4M
Discretionary AUM
$239.4M
Team
9 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersWRAP FEE PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 730 | $140.6M |
| High net worth individuals | 51 | $96.2M |
States served
AZ, CA, ID, IL, NE, NV, OR, UT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD