RIA Intel›Advisers›Utah›BLACK BRIDGE ADVISORS, LLC

BLACK BRIDGE ADVISORS, LLC

Advisory

WOODS CROSS, UT

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$580K

across 50 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

SALT LAKE CITY, UT

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JD INVESTMENT MANAGEMENT, LLC

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$30M

HURLEY INVESTMENTS, LLC

$30M

FORTIUS WEALTH MANAGEMENT LLC

$28M

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