| Name | Title | Ownership | Since |
|---|---|---|---|
| Cordell McLachlan Eggett Control | Director Of Finance, Member Of The Board Of Managers | Under 5% | 2025 |
| Healthequity, Inc. Control | Sole Shareholder, Manager | Over 75% | 2012 |
| James Michael Lucania Control | Member Of The Board Of Managers | Under 5% | 2023 |
Healthequity Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Healthequity Advisors, LLC reports 8 employees.
Healthequity Advisors, LLC is based in Draper, UT and has been SEC-registered since 2013.
Healthequity Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020 |
| Phone | 801-508-3248 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $924.4M |
| Non-discretionary | $584.1M |
| Total (RAUM) | $1.51B |