Presidio Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Midvale, UT. Its latest Form ADV filing, dated March 30, 2026, reports $217M in regulatory assets under management, 5 employees, and 903 accounts.
Assets Under Management
$217M
Employees
5
Offices
--
Total Clients
380
Primary office
MIDVALE, UT
6967 SOUTH RIVER GATE DRIVE, SUITE 102, MIDVALE, UT, United States
Top client segmentIndividuals represent 84.7% of total clients.
Top client categories% of clientsClients
1
Individuals
84.7%
322
2
HNWI
15.0%
57
3
Pension Plans
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 30, 2026
Discretionary95.1%
$207M
95% of total RAUM95.1%
Non-discretionary4.9%
$11M
5% of total RAUM4.9%
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$217M
Total Accounts903
10Y AUM Change+$217M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee76:1
10Y Employee Change0 (0.0%)
* 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.