DRIVE WEALTH ADVISERS
Lehi, UT
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
801-901-6150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in UT, LEHI
16 advisers found
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
801-990-5055
SOLIDARITY WEALTH, LLC
Lehi, UT
AUM
$704.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
385-374-1665
AUM
$367.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801.753.8538
DECKER RETIREMENT PLANNING INC.
Lehi, UT
AUM
$359.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
855-425-4566
PRESTIGE WEALTHWIDE, LLC
Lehi, UT
AUM
$198.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
720-449-3656
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
STONEBRIAR WEALTH, LLC
Lehi, UT
AUM
$139.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-314-3300
R.O.I.
Lehi, UT
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
801-785-3254
CAPITAL WEALTH, LLC
Lehi, UT
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
8012102800
BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
801-901-0987
MY PROSPER TEAM
Lehi, UT
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-889-1341
TECH WEALTH, LLC
Lehi, UT
AUM
$11.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-901-0663
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-834-0031
GAJARDO WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-391-5176
AUM
$10.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
801-855-5669
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