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| Aquire Wealth Advisors LLC
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| CRD # | 149559 |
| SEC # | 801-114782 |
| CIK # | 0001745945 |
| AUM | 504.0 M (2026-06-29) |
| Employees | 24 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) |
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| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 5 Fees and Compensation INVESTMENT MANAGEMENT SERVICES For Investment Management Services, Clients will pay Investment Management Fees, according to the terms of Client's Advisory Agreement (or other engagement letter or documentation), which will contain the Investment Management Fee Schedule applicable to the Client, reflecting the Tier Levels and applicable Asset Values per Tier Level, and Quarterly Fee Rate and Annual Fee Rate per Tier Level, for calculating the Investment Management Fees. Dentist Advisors' maximum Investment Management Fee Rate for Investment Management Services is 1.50%, expressed as an annual percentage, but calculated and payable quarterly in arrears; subject to the provisions below regarding service arrangements involving the firm's president, Reese Harper. Investment Management Fees for the initial quarter shall begin as of the "Effective Date" of the Advisory Agreement. An Advisory Agreement to provide Investment Management Services (whether for Investment Management Services-only Clients or Personal Financial Services Clients) may be terminated by either party by written notice to the other, with the termination date determined according to the terms of the Advisory Agreement, but no more than 3 business days after actual receipt of written notice of termination. ForWealth Management Clients, Investment Management Fees terminate separately from the Monthly Financial Planning Services Fees; refer to the discussion of Wealth Management Services below for discussion of termination of the calculation and termination of the Monthly Financial Planning Services Fees. Dentist Advisors' Investment Management Fees will be calculated with respect to Managed Assets invested in Alternative investments in the same manner, using the same Tier Levels and Fee Rates as applied to other Managed Assets of the Client. WEALTH MANAGEMENT SERVICES Clients receiving Wealth Management Services will pay: an Implementation Fee up to $3,500, payable in advance upon signing the Advisory Agreement; and thereafter, Monthly Financial Planning Services Fees up to $1,250 per month, charged monthly in arrears, as of the last day of each Financial Planning Calculation Period; and Investment Management Fees up to 1.50%, expressed as an annual percentage, but calculated and payable quarterly in arrears, as previously described in this Item 5, all according to the terms of the Advisory Agreement between the Client and Dentist Advisors. The Monthly Financial Planning Fees are subject to discount based on the aggregate value of the Assets of the Account for such month, with the discount calculated according to a table shown in the Advisory Agreement. In the event the Client decides to cancel the Wealth Management Agreement within the first thirty (30) days, we will refund the initial Implementation Fee in full, otherwise, the Implementation Fee shall be fully earned as of the delivery of the initial financial plan. For Wealth Management Services Clients, upon notice of termination of the Advisory Agreement, Investment Management Fees are payable according to the terms of the Advisory Agreement, but no more than 3 business days after actual receipt of written notice of termination. For Wealth Management Services Clients, Monthly Financial Planning Fees are payable for each Financial Planning Calculation Period through the termination of the Advisory Agreement. For Financial Planning Services, the first "Financial Planning Calculation Period" will begin on the "Effective Date" of the Client's Advisory Agreement, with successive Financial Planning Calculation Periods beginning on the same date of each succeeding calendar month and ending as of the close of business on the last day of the final Financial Planning Calculation Period under the Advisory Agreement; as such, there will not be any unearned Monthly Financial Planning Services Fees to be refunded as of the termination date. Unless the terminating party specifies a later date in the written notice of termination of the Advisory Agreement, the final Financial Planning Calculation Period will be the Financial Planning Calculation Period that begins at least 30 days after the terminating party provides to the other party a written notice terminating the Advisory Agreement. Dentist Advisors reserves the right to negotiate the fee rates, fee schedules, discounts, and all other terms and conditions of the Investment Management Services, Wealth Management Services, and its relationships with its clients, on a client-by-client basis in Dentist Advisors' sole discretion. Dentist Advisors may choose to accept credit cards for payment of the Implementation Fee or Monthly Financial Planning Fees; however, Dentist Advisors shall always have the authority to deduct either or both of such fees, or Investment Management Fees, directly from the Client's Accounts by debiting the Custodian. Client will authorize Dentist Advisors to deduct the Implementation Fee, the ongoing Monthly Financial Planning Fees, and Investment Management Fees from the Custodian; and Custodian will be authorized and directed to pay Dentist Advisors the Implementation Fee, the ongoing Monthly Financial Planning Fees, and Investment Management Fees, in such amounts as Dentist Advisors shall notify Custodian from time to time. ACCOUNTING AND TAX SERVICES Clients will pay a Fixed Fee per month to Dentist Advisors, which can range from $950 - $4,000 per business location based on average monthly overhead, number of owners, number of providers, staff count, payroll needs, etc. Dentist Advisors reserves the right to negotiate the fee rates, fee schedules, discounts, and all other terms and conditions of these services on a client-by-client basis in Dentist Advisors' sole discretion. Dentist Advisors is responsible for direct payment of services to the third party accounting provider with the ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 7 Types of Clients Dentist Advisors welcomes Clients from many backgrounds, however, we focus primarily on providing services for dentists, other professionals, and high net worth individuals and families. In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively. |
| Sector | Form 13F Holdings | Value ($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) | |
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| Discretionary AUM | $0.2B |
| Clients | 96 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bellars Harris Wealth Management LLC
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|
VA | 505.4 M |
|
Dougherty Wealth Advisers LLC
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MN | 505.4 M |
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Accretive Wealth Partners LLC
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Pineridge Advisors LLC
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|
Ducere Wealth Management LLC
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Weinberger Asset Management Inc
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|
Etesian Wealth Advisors Inc
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OR | 503.3 M |
|
SMH Capital Advisors LLC
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TX | 503.1 M |
|
Prosperity Financial Group Inc
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CA | 503.0 M |
|
Saybrook Capital Corp
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NY | 502.7 M |