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Reach Wealth Management LLC

● SEC registered since 2025CRD 333710SEC# 801-131955St. George, UT
Export (members)
Reg. AUM
$145M
Employees
4
Accounts
600
Location
St. George, UT

Reach Wealth Management LLC assets under management

Reach Wealth Management LLC operates as an SEC-registered investment adviser based in St. George, UT. The firm has been registered since 2025. It reports $145 million in regulatory assets under management and employs 4 people.
www.staterawealth.comView on SEC.gov ↗

Reach Wealth Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Anthony James Christensen ControlFounding Partner/CcoUnder 5%2025
David Orson Harris ControlFounding PartnerUnder 5%2025
H & S Services Unlimited LLC ControlShareholder50-75%2025
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Frequently asked questions

How much does Reach Wealth Management LLC manage?

Reach Wealth Management LLC reports $145 million in regulatory assets under management on its Form ADV.

How many employees does Reach Wealth Management LLC have?

Reach Wealth Management LLC reports 4 employees.

Where is Reach Wealth Management LLC located?

Reach Wealth Management LLC is based in St. George, UT and has been SEC-registered since 2025.

Does Reach Wealth Management LLC disclose fund performance?

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

Contact & registration

Address912 W. 1600 S., St. B201, St. George, UT 84770
Phone435-673-6350
Office hours9 a.m. - 5 p.m., Friday 9 a.m. - 2 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145M
Non-discretionary$0
Total (RAUM)$145M