Reach Wealth Management LLC
● SEC registered since 2025CRD 333710SEC# 801-131955St. George, UT
Reg. AUM
$184.7M
Employees
8
Accounts
672
Location
St. George, UT
Reach Wealth Management LLC assets under management
Reach Wealth Management LLC operates as an SEC-registered investment adviser based in St. George, UT. The firm has been registered since 2025. It reports $184.7 million in regulatory assets under management and employs 8 people.
Reach Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony James Christensen Control | Founding Partner/Cco | Under 5% | 2025 |
| David Orson Harris Control | Founding Partner | Under 5% | 2025 |
| H & S Services Unlimited LLC Control | Shareholder | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Reach Wealth Management LLC manage?
Reach Wealth Management LLC reports $184.7 million in regulatory assets under management on its Form ADV.
How many employees does Reach Wealth Management LLC have?
Reach Wealth Management LLC reports 8 employees.
Where is Reach Wealth Management LLC located?
Reach Wealth Management LLC is based in St. George, UT and has been SEC-registered since 2025.
Does Reach Wealth Management LLC disclose fund performance?
Reach Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 912 W. 1600 S., St. B201, St. George, UT 84770 |
| Phone | 435-673-6350 |
| Office hours | 9 a.m. - 5 p.m., Friday 9 a.m. - 2 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.7M▲ 27%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$184.7Mregulatory AUM
Discretionary $184.7M