SALT LAKE CITY, UTCRD 173534Latest ADV March 9, 2026
Narus Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 9, 2026, reports $559M in regulatory assets under management, 6 employees, 2 offices, and 574 accounts.
Assets Under Management
$559M
Employees
6
Offices
2 offices
Total Clients
208
Primary office
SALT LAKE CITY, UT
1245 E. BRICKYARD ROAD, SUITE 160, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
134
2
HNWI
33.2%
69
3
Charitable
1.9%
4
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$559Mas of March 9, 2026
Discretionary97.5%
$545M
97% of total RAUM97.5%
Non-discretionary2.5%
$14M
3% of total RAUM2.5%
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.
Total AUM$559M
Total Accounts574
10Y AUM Change+$374M (+202.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change-1 (-14.3%)
* 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.