WEALTH MANAGEMENT CPAS, LLC
Adviser information for WEALTH MANAGEMENT CPAS, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 593 | $156.8M |
| Non-Discretionary | 0 | $0 |
| Total | 593 | $156.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 310 | $82.1M |
| HNW Individuals | 41 | $72.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-123458 |
|---|---|
| SEC ERA File Number | 801-123458 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310096 |
| Legal Entity Identifier | None |
Principal Office
5296 COMMERCE DRIVESUITE 101
SALT LAKE CITY
UT
United States
Monday - Friday, 9-5
Tel: 801-272-4357, Fax: None
Chief Compliance Officer
ROBERT BECK
MANAGING MEMBER
5296 COMMERCE DRIVE
SUITE 101
SALT LAKE CITY
UT
United States
Tel:
(801) 272-4357
R**@*************M
(Full email address available in API data)
Industry Affiliates
| GREGORY P. HAWKINS PC | Lawyer or law firm |
| RICHLAND TITLE INSURANCE AGENCY, INC. | Insurance company or agency |
| WEALTH MANAGEMENT INSURANCE SOLUTIONS, LLC | Insurance company or agency |
| WEALTH MANAGEMENT TAX SOLUTIONS, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BECK, ROBERT, JOHN | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 08/2014 | > 75% |