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YOUR IA, LLC
CRD 338535 · SEC 801-134511
616 SOUTH 300 EAST, ST. GEORGE, UT, 84770, United States
Phone
800-823-0489
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.6M
Discretionary AUM
$106.6M
Team
19 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $29.1M |
| High net worth individuals | 10 | $74.4M |
| Corporations/business entities | 2 | $3.1M |
States served
AZ, CA, CO, GA, ID, IL, IN, MA, NV, NJ, SC, TN, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD