Five Seasons Financial Planning LLC
CRD 130766SEC# 801-133909Salt Lake City, UT
No longer SEC-registered. Five Seasons Financial Planning LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$109.3M
Employees
1
Accounts
225
Location
Salt Lake City, UT
Five Seasons Financial Planning LLC assets under management
Five Seasons Financial Planning LLC operates as an SEC-registered investment adviser based in Salt Lake City, UT. It reports $109.3 million in regulatory assets under management and employs 1 people.
Five Seasons Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Nicholas Winter Control | Managing Member, President And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Five Seasons Financial Planning LLC manage?
Five Seasons Financial Planning LLC reports $109.3 million in regulatory assets under management on its Form ADV.
How many employees does Five Seasons Financial Planning LLC have?
Five Seasons Financial Planning LLC reports 1 employees.
Where is Five Seasons Financial Planning LLC located?
Five Seasons Financial Planning LLC is based in Salt Lake City, UT.
Does Five Seasons Financial Planning LLC disclose fund performance?
Five Seasons Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4505 S. Wasatch Blvd., Ste. 370, Salt Lake City, UT 84124 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$109.3MNo change
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$109.3Mregulatory AUM
Discretionary $109.3M