RIA Intel›Advisers›Utah›BYBEE WEALTH MANAGEMENT LLC

BYBEE WEALTH MANAGEMENT LLC

Advisory

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account

$311K

across 43 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$13M

Discretionary %

35.7%

Clients

43

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$13M

Discretionary AUM$5M

Non-Discretionary AUM$9M

Discretionary %35.7%

Total Clients43

Team

Total Employees1

Investment Advisers1

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

43 clients

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.

STREAM FINANCIAL ADVICE LLC

$13M

SPROUT FINANCIAL LLC

LEHI, UT

$14M

+39.2% 1Y

LEE MILES LLC

OGDEN, UT

$14M

PREMIER CAPITAL MANAGEMENT INC

OREM, UT

$13M

-15.3% 1Y

PRAESIDEO MANAGEMENT, LLC

OGDEN, UT

$14M

+0.6% 1Y

LONE PEAK CAPITAL MANAGEMENT, LLC

LEHI, UT

$14M

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