|
⚲
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| Three Seasons Wealth
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| |
|---|---|
| CRD # | 326517 |
| SEC # | 801-127982 |
| CIK # | |
| AUM | $250.0 MM (2024-06-03) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 801-662-0585 |
| Address | 111 East Broadway Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 36.6 |
| (b) Individuals (high net worth individuals) | 102 | 207.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 250.0 |
| By Discretionary | ||
| Discretionary | 571 | 241.5 |
| Non-Discretionary | 78 | 8.5 |
| Total | 649 | 250.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.0 | |
| Total | 649 | 250.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Trademark Financial Management LLC
✚
|
MN | 0.3 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.3 |
|
HFG Advisors Inc
✚
|
OH | 0.3 |
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.3 |
|
The Retirement GUYS Formula LLC
✚
|
OH | 0.3 |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 0.2 |
|
Fai Advisors Inc
✚
|
MI | 0.2 |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.2 |
|
United Brokerage Services Inc
✚
|
WV | 0.2 |