Squire Wealth Advisors
Squire Wealth Advisors is an SEC-registered mass-market adviser in Orem, UT with $586.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Squire Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117750, SEC 801-78495, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $586.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Orem, UT
- Employees
- 15
- Clients
- 587
- CRD
- 117750
- Ownership
- CHRISTENSEN, TIMOTHY, ALDEN; SQUIRE & COMPANY, P.C.; ANDERSON, JULIE, CHRISTINE; BARBEN, WAYNE, FREDRICK; LARSEN, NATHAN, JOHN
How much AUM does Squire Wealth Advisors have?
Squire Wealth Advisors reported $586.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Squire Wealth Advisors?
Disclosed owners and executives of Squire Wealth Advisors include CHRISTENSEN, TIMOTHY, ALDEN, SQUIRE & COMPANY, P.C., ANDERSON, JULIE, CHRISTINE, BARBEN, WAYNE, FREDRICK, LARSEN, NATHAN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.