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Kesler, Norman & Wride, LLC

● SEC registered since 2020CRD 307667SEC# 801-118514Ogden, UT
Export (members)
Reg. AUM
$661.4M
Employees
9
Accounts
2,122
Location
Ogden, UT

Kesler, Norman & Wride, LLC assets under management

Kesler, Norman & Wride, LLC is a registered investment adviser overseen by the SEC based in Ogden, UT. The firm has been registered since 2020. It reports $661.4 million in regulatory assets under management and employs 9 people.

Kesler, Norman & Wride, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brent Ward Keller ControlOwner10-25%2024
CD Kesler Wealth Management, Inc. ControlOwner10-25%2024
Garrett Gill Smith ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Kesler, Norman & Wride, LLC manage?

Kesler, Norman & Wride, LLC reports $661.4 million in regulatory assets under management on its Form ADV.

How many employees does Kesler, Norman & Wride, LLC have?

Kesler, Norman & Wride, LLC reports 9 employees.

Where is Kesler, Norman & Wride, LLC located?

Kesler, Norman & Wride, LLC is based in Ogden, UT and has been SEC-registered since 2020.

Does Kesler, Norman & Wride, LLC disclose fund performance?

Kesler, Norman & Wride, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2225 Washington Blvd., Suite 110, Ogden, UT 84401
Phone(801) 476-1200
Office hours8:00 a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
CIK1840455
Discloses disciplinary historyNo

Regulatory AUM

$661.4M▲ 7%
Mar '25 — $618.8MApr '25 — $618.8MMay '25 — $618.8MJun '25 — $618.8MJul '25 — $618.8MAug '25 — $618.8MSep '25 — $618.8MOct '25 — $618.8MNov '25 — $618.8MDec '25 — $618.8MJan '26 — $618.8MFeb '26 — $618.8MMar '26 — $661.4MApr '26 — $661.4MMay '26 — $661.4MJun '26 — $661.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$661.4Mregulatory AUM
Discretionary $659.3MNon-discretionary $2.1M