|
⚲
|
| Keyboard |
| Aquire Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 149559 |
| SEC # | 801-114782 |
| CIK # | 0001745945 |
| AUM | 504.0 M (2026-06-29) |
| Employees | 24 (38% Investors, 0% Brokers) |
| Phone | 801-748-1243 |
| Address | 6440 S Wasatch Blvd Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 9.5 | ||
| Nvidia Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Tesla Motors Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 105.2 |
| (b) Individuals (high net worth individuals) | 167 | 378.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 19.3 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,798 | 504.0 |
| By Discretionary | ||
| Discretionary | 2,798 | 504.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,798 | 504.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.0 | |
| Total | 2,798 | 504.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001745945] | |
| D | [0001745945] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 96 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bellars Harris Wealth Management LLC
✚
|
VA | 505.4 M |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 505.4 M |
|
Accretive Wealth Partners LLC
✚
|
NJ | 504.5 M |
|
Pineridge Advisors LLC
✚
|
MO | 504.2 M |
|
Ducere Wealth Management LLC
✚
|
CA | 503.8 M |
|
Weinberger Asset Management Inc
✚
|
CA | 503.6 M |
|
Etesian Wealth Advisors Inc
✚
|
OR | 503.3 M |
|
SMH Capital Advisors LLC
✚
|
TX | 503.1 M |
|
Prosperity Financial Group Inc
✚
|
CA | 503.0 M |
|
Saybrook Capital Corp
✚
|
NY | 502.7 M |