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| Keyboard |
| Three Seasons Wealth
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|---|---|
| CRD # | 326517 |
| SEC # | 801-127982 |
| CIK # | 0002044495 |
| AUM | 1,233.8 M (2026-03-10) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-662-0585 |
| Address | 111 East Broadway Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Sat, 05 Sep 2026 | Three Seasons Wealth LLC Makes New $2.19 Million Investment in Lamar Advertising Company $LAMR — MarketBeat |
| Sat, 05 Sep 2026 | Three Seasons Wealth LLC Raises Holdings in Altria Group, Inc. $MO — MarketBeat |
| Sat, 05 Sep 2026 | Three Seasons Wealth LLC Takes Position in V2X, Inc. $VVX — MarketBeat |
| Sat, 05 Sep 2026 | Three Seasons Wealth LLC Invests $2.11 Million in TechnipFMC plc $FTI — MarketBeat |
| Sat, 05 Sep 2026 | Three Seasons Wealth LLC Takes Position in Procter & Gamble Company (The) $PG — MarketBeat |
| CIK | Period |
|---|---|
| 0002044495 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.0 | ||
| Amazon Com Inc | 5.3 | ||
| Lam Research Corp | 5.1 | ||
| Nvidia Corp | 4.0 | ||
| Alphabet Inc | 3.6 | ||
| Discovery Communications Inc | 3.4 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 3.2 | ||
| Micron Technology Inc | 3.1 | ||
| Seagate Technology PLC | 3.0 | ||
| Albemarle Corp | 2.7 | ||
| Applied Materials Inc /DE | 2.6 | ||
| Exelixis Inc | 2.6 | ||
| Teradyne Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 53.2 |
| (b) Individuals (high net worth individuals) | 137 | 1,172.6 |
| (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 | 0.5 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 18 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 1,233.8 |
| By Discretionary | ||
| Discretionary | 787 | 1,202.7 |
| Non-Discretionary | 92 | 31.2 |
| Total | 879 | 1,233.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,233.8 | |
| Total | 879 | 1,233.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044495] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hodges Capital Management Inc
✚
|
TX | 1,240.2 M |
|
FWL Investment Management LLC
✚
|
TX | 1,240.0 M |
|
Sivia Capital Partners LLC
✚
|
CA | 1,239.0 M |
|
Arlington Financial Advisors LLC
✚
|
CA | 1,237.0 M |
|
Middleton & Company Inc
✚
|
MA | 1,234.2 M |
|
Aspire Capital Advisors LLC
✚
|
WA | 1,234.2 M |
|
SC&H Financial Advisors Inc
✚
|
MD | 1,231.0 M |
|
Platform Technology Partners LLC
✚
|
NY | 1,228.8 M |
|
Prudent Management Associates
✚
|
PA | 1,228.7 M |
|
Berkshire Money Management Inc
✚
|
MA | 1,227.1 M |