RIA Intel›Advisers›Utah›CROCKETT WEALTH MANAGEMENT, INC.

CROCKETT WEALTH MANAGEMENT, INC.

Advisory

UT

Data as of May 18, 2026 · Source: SEC Form ADV

Average account
$159K
across 44 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
32
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$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

PREMIER INVESTMENT MANAGEMENT, LLC
$7M
WASATCH NEW MEXICO MANAGEMENT PARTNERS, LLC
SALT LAKE CITY, UT
$7M
-34.3% 1Y
GAJARDO WEALTH MANAGEMENT LLC
LEHI, UT
$7M
LOTA ADVISORS LLC.
$7M
FORTIS WEALTH MANAGEMENT, LLC
AMERICAN FORK, UT
$7M
MOUNTAIN GOAT WEALTH MANAGEMENT LLC
$7M

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