SALT LAKE CITY, UTCRD 310096Latest ADV February 24, 2026
Wealth Management Cpas, 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 February 24, 2026, reports $329M in regulatory assets under management, 11 employees, 1 office, and 1,002 accounts.
Assets Under Management
$329M
Employees
11
Offices
1 office
Total Clients
396
Primary office
SALT LAKE CITY, UT
7084 SOUTH 2300 EAST, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
336
2
HNWI
14.9%
59
3
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$329Mas of February 24, 2026
Discretionary100.0%
$329M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$329M
Total Accounts1,002
10Y AUM Change+$206M (+168.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee36:1
10Y Employee Change+5 (+83.3%)
* 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.