FORTIS WEALTH MANAGEMENT, LLC
American Fork, UT
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-341-9590
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in UT
109 advisers found
COOK FINANCIAL, LLC
Vernal, UT
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
435-630-5900
SUNSET RETIREMENT ADVISORS LLC
Provo, UT
AUM
$3.5M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-850-3013
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
TANARA WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-653-0564
TB SUNRIDGE ADVISORS LLC
Park City, UT
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
4352003137
WILSON FINANCIAL ADVISORS, INC.
Salt Lake City, UT
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
801-355-5210
SG TRADING SOLUTIONS, LLC
Bountiful, UT
AUM
$911.7M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(801) 683-2856
Full profileNo website
AUM
$196.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-822-7977
Full profileNo website
FINANCIAL ADVISORY SERVICES
Salt Lake City, UT
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-532-1200
Full profileNo website
BLACK BRIDGE ADVISORS, LLC
Woods Cross, UT
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-232-8273
Full profileNo website
MHL TAMP
Midvale, UT
AUM
—
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-545-8706
Full profileNo website
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