RIA Intel›Advisers›Utah›NEWPARK WEALTH MANAGEMENT LLC

NEWPARK WEALTH MANAGEMENT LLC

Advisory

PARK CITY, UT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in UT
#215
of 249 advisers by AUM
Average account
$475K
across 124 accounts
AUM per adviser
$59M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$59M
Discretionary %
100%
Clients
29
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$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

BRIGHTER RETIREMENT ADVISORS LLC
LEHI, UT
$58M
PROSPER WEALTH SOLUTIONS, LLC
LEHI, UT
$58M
+32.1% 1Y
REGENT STREET ADVISORS LLC
SALT LAKE CITY, UT
$58M
+25.8% 1Y
HUNTER CAPITAL MANAGEMENT INC.
$60M
RETIREMENT SOLUTIONS INVESTMENTS, INC.
PROVO, UT
$58M
JACKSON PARK CAPITAL, LLC
ALPINE, UT
$57M
-44.2% 1Y

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