← Back to searchVisit website
STATERA WEALTH MANAGEMENT
REACH WEALTH MANAGEMENT LLC
CRD 333710 · SEC 801-131955
912 W. 1600 S., ST. B201, ST. GEORGE, UT, 84770, United States
Phone
435-673-6350
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.7M
Discretionary AUM
$184.7M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $60.5M |
| High net worth individuals | 53 | $124.2M |
States served
UT, TX
All web addresses on file
Official SEC filing: View on IAPD