Healthequity Advisors, LLC
● SEC registered since 2013CRD 167105SEC# 801-78001Draper, UT
Reg. AUM
$1.99B
Employees
8
Accounts
178,476
Location
Draper, UT
Healthequity Advisors, LLC assets under management
Healthequity Advisors, LLC is an investment advisory firm registered with the SEC based in Draper, UT. The firm has been registered since 2013. It reports $2 billion in regulatory assets under management and employs 8 people.
Healthequity Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cordell McLachlan Eggett Control | Director Of Finance, Member Of The Board Of Managers | Under 5% | 2025 |
| Healthequity, Inc. Control | Sole Shareholder, Manager | Over 75% | 2012 |
| James Michael Lucania Control | Member Of The Board Of Managers | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Healthequity Advisors, LLC manage?
Healthequity Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Healthequity Advisors, LLC have?
Healthequity Advisors, LLC reports 8 employees.
Where is Healthequity Advisors, LLC located?
Healthequity Advisors, LLC is based in Draper, UT and has been SEC-registered since 2013.
Does Healthequity Advisors, LLC disclose fund performance?
Healthequity Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020 |
| Phone | 801-508-3248 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.99B▲ 32%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.99Bregulatory AUM
Discretionary $1.21BNon-discretionary $787.5M