Firm profile

Your Ia, LLC

ST. GEORGE, UTCRD 338535Registration Status: ApprovedEffective since November 18, 2025SEC # 801-134511Latest ADV August 11, 2026

Your Ia, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. George, UT.

Assets Under Management
$107M
Employees
19
Offices
20 offices
Total Clients
190

Associated firm names

5 names listed
  • ABACUS PRIVATE WEALTH
  • YOUR IA, LLC
  • STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT
  • BARRETT WEALTH GROUP

Leadership

2 roles identified
CCOTravis M. Triggs
COOColby J. Haupt

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

ST. GEORGE, Utah, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Utah

ST. GEORGEPrimary office · SALT LAKE CITY · HURRICAN

Arizona

MESA

California

IRVINE

Florida

CLEARWATER

6 office records listed · 20 total offices reported. 14 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$107Mas of August 11, 2026
Discretionary100.0%
$107M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 93.7% of total clients.
Top client categories% of clientsClients
1
Individuals
93.7%
178
2
HNWI
5.3%
10
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$107M
Total Accounts272
10Y AUM Change+$107M

Private Funds

Private funds reported by Your Ia, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee10:1
10Y Employee Change+14 (+280.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
ASSOCIATE OWNERS GROUP, INC.Direct owner · Schedule AInterest in YOUR IA, LLC
75%+
James PrickettIndirect owner · Schedule BInterest in JAMIE AND LEE-ANN PRICKET TRUST
50% to < 75%
Mark TichenorIndirect owner · Schedule BInterest in HOLM LEGACY TRUST
50% to < 75%
Lee-Ann PrickettIndirect owner · Schedule BInterest in JAMIE AND LEE-ANN PRICKET TRUST
50% to < 75%
STEIJUM EQUITY PARTNERS, LLCIndirect owner · Schedule BInterest in ASSOCIATE OWNERS GROUP, INC.
25% to < 50%
JAMIE AND LEE-ANN PRICKET TRUSTIndirect owner · Schedule BInterest in ASSOCIATE OWNERS GROUP, INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Your Ia, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-08-11 · Schedules A and B

11 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ASSOCIATE OWNERS GROUP, INC.MEMBER, OWNERDomestic entityYOUR IA, LLC75% or moreCode EYesMEMBER, OWNER08/2025Schedule APDF page 37
2COLBY JEREMY HAUPTCHIEF OPERATING OFFICERIndividualYOUR IA, LLCLess than 5%Code NAYesCHIEF OPERATING OFFICER10/2025Schedule APDF page 37
3Travis Martin TriggsCHIEF COMPLIANCE OFFICERIndividualYOUR IA, LLCLess than 5%Code NANoCHIEF COMPLIANCE OFFICER03/2026Schedule APDF page 37
4BRYCE JAY SUTTONPRESIDENTIndividualYOUR IA, LLCLess than 5%Code NAYesPRESIDENT01/2026Schedule APDF page 38
5GARRETT STEVEN ALLENCHIEF OF STAFFIndividualYOUR IA, LLCLess than 5%Code NAYesCHIEF OF STAFF01/2026Schedule APDF page 38
6STEIJUM EQUITY PARTNERS, LLCOWNERDomestic entityASSOCIATE OWNERS GROUP, INC.25% to less than 50%Code CYesOWNER08/2025Schedule BPDF page 38
7JAMIE AND LEE-ANN PRICKET TRUSTOWNERForeign entityASSOCIATE OWNERS GROUP, INC.25% to less than 50%Code CYesOWNER08/2025Schedule BPDF page 38
8HOLM LEGACY TRUSTMEMBERDomestic entitySTEIJUM EQUITY PARTNERS, LLCPercentage not specifiedCode FYesMEMBER08/2025Schedule BPDF page 38
9James PrickettTRUSTEEIndividualJAMIE AND LEE-ANN PRICKET TRUST50% to less than 75%Code DYesTRUSTEE08/2025Schedule BPDF page 38
10Mark TichenorTRUSTEEIndividualHOLM LEGACY TRUST50% to less than 75%Code DYesTRUSTEE12/2020Schedule BPDF page 38
11Lee-Ann PrickettTRUSTEEIndividualJAMIE AND LEE-ANN PRICKET TRUST50% to less than 75%Code DYesTRUSTEE08/2025Schedule BPDF page 38

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/11/2026 12:30:50 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.