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Three Seasons Wealth

● SEC registered since 2023CRD 326517SEC# 801-127982Salt Lake City, UT
Export (members)
Reg. AUM
$361.7M
Employees
7
Accounts
770
Location
Salt Lake City, UT

Three Seasons Wealth assets under management

Three Seasons Wealth is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $361.7 million in regulatory assets under management and employs 7 people.

Three Seasons Wealth owners & executives

1 reported
NameTitleOwnershipSince
Tory Vaughn Parke ControlMember/Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Three Seasons Wealth manage?

Three Seasons Wealth reports $361.7 million in regulatory assets under management on its Form ADV.

How many employees does Three Seasons Wealth have?

Three Seasons Wealth reports 7 employees.

Where is Three Seasons Wealth located?

Three Seasons Wealth is based in Salt Lake City, UT and has been SEC-registered since 2023.

Does Three Seasons Wealth disclose fund performance?

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

Contact & registration

Address111 East Broadway, Ste 1250, Salt Lake City, UT 84111
Phone801-662-0585
Office hours5-Sep
SEC regionDenver Regional Office (DRO)
CIK2044495
Discloses disciplinary historyNo

Assets under management

Discretionary$339.5M
Non-discretionary$22.2M
Total (RAUM)$361.7M