PETERSON WEALTH ADVISORS, LLC
Orem, UT
AUM
$829.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
801-225-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in UT, OREM
6 advisers found
SQUIRE WEALTH ADVISORS
Orem, UT
AUM
$586.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-226-7722
KEELER THOMAS MANAGEMENT LLC
Orem, UT
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-226-0800
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(801) 701-2345
SANDLOT PRIVATE WEALTH LLC
Orem, UT
AUM
$305K
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801 428 7744
STRATEGIA INVESTMENTS, LLC
Orem, UT
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-494-3742