Investment adviser · CRD 167105
HEALTHEQUITY ADVISORS
Investment adviser filing (IA)
HEALTHEQUITY ADVISORS, LLC
DRAPER, UT, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $1.99B Form ADV · Item 5.F
- Client accounts
- 178,476 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 178,476 | $1,994,934,966 | 100.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2065786 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
15 WEST SCENIC POINTE DRIVE, SUITE 100DRAPER, UT, 84020, United States
CRD 167105
Filing source
Form ADV 2065786 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.