Squire Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orem, UT. Its latest Form ADV filing, dated March 23, 2026, reports $587M in regulatory assets under management, 15 employees, 2 offices, and 1,537 accounts.
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
342
2
HNWI
33.6%
197
3
Pension Plans
6.1%
36
4
Corporations
2.0%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$587Mas of March 23, 2026
Discretionary98.7%
$579M
99% of total RAUM98.7%
Non-discretionary1.3%
$8M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$587M
Total Accounts1,537
10Y AUM Change+$448M (+321.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee39:1
10Y Employee Change+6 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.