Your IA LLC

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Assets, Funds, Holdings

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Your IA LLC
CRD #338535
SEC #801-134511
CIK #
AUM 106.6 M (2026-04-22)
Employees 19 (79% Investors, 0% Brokers)
Phone800-823-0489
Address616 South 300 East
St George, UT 84770
Source [IAPD] [Website]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 178 29.1
(b) Individuals (high net worth individuals) 10 74.4
(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 2 3.1
(n) Other 0 0.0
Total 272 106.6
By Discretionary
Discretionary 272 106.6
Non-Discretionary 0 0.0
Total 272 106.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 106.6
Total 272 106.6
Firm Profile (Form ADV)
ServesRetail
Comparable Firms State AUM
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WI 107.1 M
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107.0 M
Sawtelle Charles Scott
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Potomac Investment Company
107.0 M
603 Financial Advisors LLC
106.9 M
ELLA Financial Advising LLC
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Top Private Wealth LLC
CT 106.5 M
Fox Roger Bennett
CA 106.4 M
Cypress Capital Management US Limited
106.2 M
1230 Advisors LLC
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