AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Wealth Management Cpas, LLC

Wealth Management Cpas, LLC is a fee-only, SEC-registered investment adviser in Salt Lake City, Utah, registered with the SEC since 2022, managing approximately $329M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #310096 · SEC #801-123458 · SEC-registered since 2022 (4 yrs) · Last filing data January 1, 2026

AUM
$329M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
536

Form ADV 5.C — may be institutional

Employees
10

5 advisers

Assets per adviser

$66Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From wealthcpas.com

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Overview

AI-generated summary

Wealth Management Cpas, LLC is a fee-only, SEC-registered investment adviser based in Salt Lake City, Utah. It reported approximately $329M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
310096
SEC #
801-123458
Headquarters
Salt Lake City, UT
Employees
10

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$329M
Assets under management by year
YearReported AUM
2026$329M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Wealth Management Cpas, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Wealth Management Cpas, LLC a fiduciary?+

Yes. Wealth Management Cpas, LLC is an SEC-registered investment adviser (CRD #310096), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Wealth Management Cpas, LLC compensated?+

Wealth Management Cpas, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Wealth Management Cpas, LLC manage?+

Wealth Management Cpas, LLC reported approximately $329M in regulatory assets under management as of its most recent Form ADV filing.

Does Wealth Management Cpas, LLC have any disclosures?+

Wealth Management Cpas, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Wealth Management Cpas, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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