RIA Intel›Advisers›Utah›FIRST WESTERN ADVISORS

FIRST WESTERN ADVISORS

Advisory

N·HOLLADAY, UT

Data as of Apr 25, 2019 · Source: SEC Form ADV

Total AUM

$262M

1-Year AUM Growth

-7.7%

3-Year CAGR

+6.8%

Employees

15

Assets Under Management

Total AUM$262M

Discretionary AUM$260M

Non-Discretionary AUM$2M

Discretionary %99.4%

Total Clients—

Team

Total Employees15

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record58

First FilingMar 29, 2001

Latest FilingApr 25, 2019

🔒 Full AUM trend chart and 58 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST WESTERN ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.