RIA Intel›Advisers›Utah›DANCE INVESTMENT PARTNERS LLC

DANCE INVESTMENT PARTNERS LLC

Advisory

ST. GEORGE, UT

Data as of Aug 21, 2026 · Source: SEC Form ADV

Average account

$253K

across 13 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$2M

Non-Discretionary AUM$2M

Discretionary %53.2%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndMay

Operates InUT

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

12 clients

2 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

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

ROCK CANYON ADVISORY GROUP, INC.

$3M

SUNSET RETIREMENT ADVISORS LLC

$3M

ASCEND INVESTMENT MANAGEMENT, LLC

$3M

OAKBRIDGE ASSET MANAGMENT, LLC

SOUTH JORDAN, UT

$3M

COPPERLION INVESTMENTS, LLC

$4M

DONOVAN LEGACY ADVISORS, LLC

$4M

Get the full picture on DANCE INVESTMENT PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DANCE INVESTMENT PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans