RIA Intel›Advisers›Utah›LOYAL WEALTH MANAGEMENT LLC

LOYAL WEALTH MANAGEMENT LLC

Advisory

UT

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in UT

#249

of 249 advisers by AUM

Average account

$179K

across 212 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients95

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

95 clients

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

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

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