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Wealth Management Cpas, LLC

● SEC registered since 2022CRD 310096SEC# 801-123458Salt Lake City, UT
Export (members)
Reg. AUM
$270.9M
Employees
11
Accounts
893
Location
Salt Lake City, UT

Wealth Management Cpas, LLC assets under management

Wealth Management Cpas, LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2022. It reports $270.9 million in regulatory assets under management and employs 11 people.
wealthcpas.comView on SEC.gov ↗

Wealth Management Cpas, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert John Beck ControlManaging Member/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Wealth Management Cpas, LLC manage?

Wealth Management Cpas, LLC reports $270.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Cpas, LLC have?

Wealth Management Cpas, LLC reports 11 employees.

Where is Wealth Management Cpas, LLC located?

Wealth Management Cpas, LLC is based in Salt Lake City, UT and has been SEC-registered since 2022.

Does Wealth Management Cpas, LLC disclose fund performance?

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

Contact & registration

Address5296 Commerce Drive, Suite 101, Salt Lake City, UT 84107
Phone801-272-4357
Fax385-800-7071
Office hours5-Sep
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$270.9M
Non-discretionary$0
Total (RAUM)$270.9M