Presidio Wealth Management
Presidio Wealth Management is an SEC-registered mass-market adviser in Midvale, UT with $217.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Presidio Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333404, SEC 801-131464, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $217.5M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Midvale, UT
- Employees
- 5
- Clients
- 380
- CRD
- 333404
- Ownership
- CHRISTIANSEN, SHANE, PARKER; CHRISTIANSEN, CONNIE, HALVERSON
How much AUM does Presidio Wealth Management have?
Presidio Wealth Management reported $217.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Presidio Wealth Management?
Disclosed owners and executives of Presidio Wealth Management include CHRISTIANSEN, SHANE, PARKER, CHRISTIANSEN, CONNIE, HALVERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.