SALT LAKE CITY, UTCRD 326517Latest ADV March 10, 2026
Three Seasons Wealth 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 10, 2026, reports $1.2B in regulatory assets under management, 14 employees, and 879 accounts.
Assets Under Management
$1.2B
Employees
14
Offices
--
Total Clients
390
Primary office
SALT LAKE CITY, UT
111 EAST BROADWAY, STE 1250, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
235
2
HNWI
35.1%
137
3
Corporations
4.6%
18
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 10, 2026
Discretionary97.5%
$1.2B
97% of total RAUM97.5%
Non-discretionary2.5%
$31M
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.
Latest AUM$1.2B
Total Accounts879
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee28:1
10Y Employee Change+9 (+180.0%)
* 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.