Three Seasons Wealth
● SEC registered since 2023CRD 326517SEC# 801-127982Salt Lake City, UT
Reg. AUM
$1.23B
Employees
14
Accounts
879
Location
Salt Lake City, UT
Three Seasons Wealth assets under management
Three Seasons Wealth is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $1.2 billion in regulatory assets under management and employs 14 people.
Three Seasons Wealth owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tory Vaughn Parke Control | Member/Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Three Seasons Wealth manage?
Three Seasons Wealth reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Three Seasons Wealth have?
Three Seasons Wealth reports 14 employees.
Where is Three Seasons Wealth located?
Three Seasons Wealth is based in Salt Lake City, UT and has been SEC-registered since 2023.
Does Three Seasons Wealth disclose fund performance?
Three Seasons Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 East Broadway, Ste 1250, Salt Lake City, UT 84111 |
| Phone | 801-662-0585 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2044495 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 241%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.2BNon-discretionary $31.2M