RIA Intel›Advisers›Utah›FAMILY WEALTH ADVISORS

FAMILY WEALTH ADVISORS

Advisory

FARMINGTON, UT

Data as of May 4, 2026 · Source: SEC Form ADV

Rank in UT

#230

of 249 advisers by AUM

Average account

$312K

across 145 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed May 4, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

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

77 clients

14 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.

FINANCIAL PROSPERITY, INC.

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G2 FINANCIAL GROUP, LLC

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$45M

VANTAGE ADVISORS, LLC

$44M

MAXWELL INVESTMENTS, LLC

$46M

BELSEN GETTY LLC

$48M

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