Wealth Management Cpas, LLC
Wealth Management Cpas, LLC is an SEC-registered mass-market adviser in Salt Lake City, UT with $329.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Wealth Management Cpas, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310096, SEC 801-123458, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $329.2M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 10
- Clients
- 396
- CRD
- 310096
- Ownership
- BECK, ROBERT, JOHN
How much AUM does Wealth Management Cpas, LLC have?
Wealth Management Cpas, LLC reported $329.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Wealth Management Cpas, LLC?
Disclosed owners and executives of Wealth Management Cpas, LLC include BECK, ROBERT, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.