NewRiaPulse: records in Utah
19 newRiaPulse: records in Utah are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-01; the most frequent is West Rim II Ugp, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
19 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-01. Most frequent: West Rim II Ugp, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- West Rim II Ugp, LLC (1)
- Tanara Wealth Management LLC (1)
- Exponent Wealth LLC (1)
- Brighton Wealth Management, INC. (1)
- Altura Private Wealth LLC (1)
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What are the top newRiaPulse: records in Utah right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| West Rim II Ugp, LLC | $1,769,620,424 | 23 | Lehi |
| Tanara Wealth Management LLC | $1,093,210,505 | 2612 | Lehi |
| Exponent Wealth LLC | $110,365,945 | 464 | Orem |
| Brighton Wealth Management, INC. | $131,876,184 | 293 | Cottonwood Heights |
| Altura Private Wealth LLC | $129,121,463 | 870 | Centerville |
| Capital Wealth, LLC | $115,955,340 | 636 | Lehi |
| Heaton Financial, Pc | $140,139,000 | 660 | Cedar City |
| Wealth Foundations Partners, LLC | $110,501,385 | 390 | Salt Lake City |
| Riley S. Crosbie Advisory, LLC | $118,881,531 | 328 | Logan |
| Larson Williams Wealth Advisors, LLC | $140,020,131 | 1007 | Cedar City |
| Jrs Wealth Management LLC | $135,000,000 | 1002 | South Jordan |
| Haynie Wealth Management LLC | $106,642,575 | 578 | Salt Lake City |
| Veritas Wealth Management, LLC | $135,839,004 | 244 | Salt Lake City |
| Soulence Wealth Management | $107,518,073 | 796 | Pleasant Grove |
| Olympus Peaks Financial, LLC | $141,443,347 | 388 | Sandy |
| Your Ia, LLC | 🔒 Unlock all 19 records → | ||
| Momentum Wealth Management | 🔒 Unlock all 19 records → | ||
| Colab Capital | 🔒 Unlock all 19 records → | ||
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Frequently asked questions
How many newRiaPulse: records in Utah are listed?
19 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-01.
Can I get alerts for Utah?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records