RIA Intel›Advisers›Utah›GAJARDO WEALTH MANAGEMENT LLC

GAJARDO WEALTH MANAGEMENT LLC

Advisory

LEHI, UT

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

Average account
$75K
across 96 accounts
AUM per adviser
$7M
1 adviser

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

Total AUM
$7M
Discretionary %
100%
Clients
28
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 Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

WASATCH NEW MEXICO MANAGEMENT PARTNERS, LLC
SALT LAKE CITY, UT
$7M
-34.3% 1Y
FORTIS WEALTH MANAGEMENT, LLC
AMERICAN FORK, UT
$7M
CROCKETT WEALTH MANAGEMENT, INC.
$7M
PREMIER INVESTMENT MANAGEMENT, LLC
$7M
LOTA ADVISORS LLC.
$7M
CENTURY FUNDS MANAGEMENT INC
$8M

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