|
⚲
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| Your IA LLC
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|
|---|---|
| CRD # | 338535 |
| SEC # | 801-134511 |
| CIK # | |
| AUM | $106.6 M (2026-04-22) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 800-823-0489 |
| Address | 616 South 300 East St George, UT 84770 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 29.1 |
| (b) Individuals (high net worth individuals) | 10 | 74.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 106.6 |
| By Discretionary | ||
| Discretionary | 272 | 106.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 272 | 106.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.6 | |
| Total | 272 | 106.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Wealth Management LLC
✚
|
WI | 0.1 |
|
RK Asset Management LLC
✚
|
0.1 | |
|
Sawtelle Charles Scott
✚
|
0.1 | |
|
Potomac Investment Company
✚
|
0.1 | |
|
603 Financial Advisors LLC
✚
|
0.1 | |
|
ELLA Financial Advising LLC
✚
|
CA | 0.1 |
|
Top Private Wealth LLC
✚
|
CT | 0.1 |
|
Fox Roger Bennett
✚
|
CA | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
1230 Advisors LLC
✚
|
NY | 0.1 |