Investment adviser · CRD 310096
WEALTH MANAGEMENT CPAS, LLC
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 1,002 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| High-net-worth individuals | 59 | $172,462,759 | 52.4% |
| Individuals | 336 | $156,592,337 | 47.6% |
| Charities | 1 | $102,222 | 0.0% |
Filing source
Form ADV 2132087 · Sep 15, 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: Sep 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
7084 SOUTH 2300 EASTSALT LAKE CITY, UT, 84121, United States
CRD 310096
Filing source
Form ADV 2132087 · Sep 15, 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.