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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Healthequity Advisors LLC
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|---|---|
| CRD # | 167105 |
| SEC # | 801-78001 |
| CIK # | |
| AUM | $1.5 B (2025-04-28) |
| Employees | 8 (12% Investors, 0% Brokers) |
| Phone | 801-508-3248 |
| Address | 15 West Scenic Pointe Drive Draper, UT 84020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133,156 | 1,508.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 133,156 | 1,508.6 |
| By Discretionary | ||
| Discretionary | 68,212 | 924.4 |
| Non-Discretionary | 64,944 | 584.1 |
| Total | 133,156 | 1,508.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,508.6 | |
| Total | 133,156 | 1,508.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Young Richard C & Co Ltd
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|
RI | 1.6 |
|
Blue Chip Partners LLC
✚
|
MI | 1.5 |
|
Rodgers & Associates LLC
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|
PA | 1.5 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.5 |
|
LGT Wealth Management US Limited
✚
|
1.4 | |
|
Kimelman & Baird LLC
✚
|
NY | 1.4 |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.4 |
|
Telos Capital Management Inc
✚
|
CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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|
IN | 1.4 |
|
Bloom Advisors Inc
✚
|
MI | 1.4 |