Wealth Management Cpas, LLC
● SEC registered since 2022CRD 310096SEC# 801-123458Salt Lake City, UT
Reg. AUM
$329.2M
Employees
10
Accounts
1,002
Location
Salt Lake City, UT
Wealth Management Cpas, LLC assets under management
Wealth Management Cpas, LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2022. It reports $329.2 million in regulatory assets under management and employs 10 people.
Wealth Management Cpas, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Beck Control | Managing Member/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Wealth Management Cpas, LLC manage?
Wealth Management Cpas, LLC reports $329.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Cpas, LLC have?
Wealth Management Cpas, LLC reports 10 employees.
Where is Wealth Management Cpas, LLC located?
Wealth Management Cpas, LLC is based in Salt Lake City, UT and has been SEC-registered since 2022.
Does Wealth Management Cpas, LLC disclose fund performance?
Wealth Management Cpas, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7084 South 2300 East, Salt Lake City, UT 84121 |
| Phone | 801-272-4357 |
| Fax | 385-800-7071 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$329.2M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$329.2Mregulatory AUM
Discretionary $329.2M