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| Wealth Management CPAS LLC
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|---|---|
| CRD # | 310096 |
| SEC # | 801-123458 |
| CIK # | 0002035687 |
| AUM | 329.2 M (2026-05-06) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-272-4357 |
| Address | 7084 South 2300 East Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Royal Dutch Shell PLC | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 156.6 |
| (b) Individuals (high net worth individuals) | 59 | 172.5 |
| (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 | 1 | 0.1 |
| (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 | 1,002 | 329.2 |
| By Discretionary | ||
| Discretionary | 1,002 | 329.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,002 | 329.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.2 | |
| Total | 1,002 | 329.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002035687] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 536 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cypress Capital Wealth Management LLC
✚
|
MI | 330.2 M |
|
Dai Wealth LLC
✚
|
GA | 330.0 M |
|
Mai Inc
✚
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KY | 329.7 M |
|
Paragon Financial Partners Inc
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CA | 329.6 M |
|
Powers Advisory Group LLC
✚
|
IL | 329.5 M |
|
Gutierrez Wealth Advisory LLC
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|
AR | 329.3 M |
|
Pearl Planning LLC
✚
|
MI | 329.2 M |
|
Power Financial Partners LLC
✚
|
FL | 329.1 M |
|
NWM Advisors LLC
✚
|
CA | 329.1 M |
|
VB&T Wealth Management LLC
✚
|
AZ | 328.3 M |