- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Utah # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 19 newRiaPulse: records in Utah (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=UT) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=UT&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=UT) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 19 Most frequent - 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) ## How do I get new newRiaPulse: records in Utah by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=UT) [Watch this exact filter](/v/newriapulse?state=UT#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 19 records → | | Momentum Wealth Management | Included in the full CSV with every column 🔒 Unlock all 19 records → | | Colab Capital | Included in the full CSV with every column 🔒 Unlock all 19 records → | Browse 4 more matching record reports - [Your Ia, LLC](/report/newriapulse/your-ia-llc-st-george-ut--ria-338535) - [Momentum Wealth Management](/report/newriapulse/momentum-wealth-management-orem-ut--ria-343428) - [Colab Capital](/report/newriapulse/colab-capital-st-george-ut--ria-338182) - [Cynosure Portfolio Advisors LLC](/report/newriapulse/cynosure-portfolio-advisors-llc-salt-lake-city-ut--ria-337747) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Utah public-record feeds [New MSHA Citations at Mines & Quarries by State in Utah](/hub/mshaminepulse/state/ut) [CMS HAC Reduction & Readmissions Penalties by Hospital in Utah](/hub/hospitalpenaltypulse/state/ut) [New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Utah](/hub/deviceestablishmentpulse/state/ut) [New, Terminating & Large 401(k) Plans from Form 5500 Filings in Utah](/hub/benefitplanpulse/state/ut) [Federal Alcohol Permit Holder Directory in Utah](/hub/ttbpermitpulse/state/ut) [Excluded Health Care Business Search (OIG LEIE) in Utah](/hub/samexclusionspulse/state/ut) [FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Utah](/hub/truckinsurancecancelpulse/state/ut) [New IPO Filings (SEC S-1 & F-1) by Industry & State in Utah](/hub/ipofilingpulse/state/ut) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)