RIA Intel›Advisers›Utah›M2 FINANCIAL LIMITED LIABILITY COMPANY

M2 FINANCIAL LIMITED LIABILITY COMPANY

Advisory

COTTONWOOD HEIGHTS, UT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in UT

#193

of 249 advisers by AUM

Average account

$84K

across 1,000 accounts

AUM per adviser

$17M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

9

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients515

Team

Total Employees9

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX, UT

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

515 clients

7 high-net-worth

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

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