E6 Portfolios is an SEC registered investment adviser organized as a limited liability company with a primary office location in Midvale, UT. Its latest Form ADV filing, dated March 27, 2026, reports $239M in regulatory assets under management, 9 employees, and 1,785 accounts.
Assets Under Management
$239M
Employees
9
Offices
--
Total Clients
781
Primary office
MIDVALE, UT
EVERSPIRE PLAZA, 6900 S. 900 E., SUITE 200, MIDVALE, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
730
2
HNWI
6.5%
51
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
UNASSIGNED<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 27, 2026
Discretionary100.0%
$239M
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$239M
Total Accounts1,785
10Y AUM Change+$239M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee87:1
10Y Employee Change+5 (+125.0%)
* 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.