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Aquire Wealth Advisors, LLC

● SEC registered since 2019CRD 149559SEC# 801-114782Salt Lake City, UT
Export (members)
Reg. AUM
$461.8M
Employees
21
Accounts
2,722
Location
Salt Lake City, UT

Aquire Wealth Advisors, LLC assets under management

Aquire Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2019. It reports $461.8 million in regulatory assets under management and employs 21 people.

Aquire Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Aquire Holdings, LLC ControlMemberOver 75%2018
Justin Paul Copier ControlManaging PartnerUnder 5%2018
Matthew Warren Mulcock ControlManaging Partner/Chief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Aquire Wealth Advisors, LLC manage?

Aquire Wealth Advisors, LLC reports $461.8 million in regulatory assets under management on its Form ADV.

How many employees does Aquire Wealth Advisors, LLC have?

Aquire Wealth Advisors, LLC reports 21 employees.

Where is Aquire Wealth Advisors, LLC located?

Aquire Wealth Advisors, LLC is based in Salt Lake City, UT and has been SEC-registered since 2019.

Does Aquire Wealth Advisors, LLC disclose fund performance?

Aquire Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT 84121
Phone801-748-1243
Fax801-454-0434
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1745945
Discloses disciplinary historyNo

Assets under management

Discretionary$461.8M
Non-discretionary$0
Total (RAUM)$461.8M