RIA Intel›Advisers›Utah›NIBLEY FINANCIAL SERVICES LLC

NIBLEY FINANCIAL SERVICES LLC

Advisory

HEBER, UT

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account
$240K
across 5 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM
$1M
Discretionary %
0%
Clients
5
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$1M
Discretionary AUM$0
Non-Discretionary AUM$1M
Discretionary %0%
Total Clients5
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.

THE PRUDENT PLANNER, LLC
SALT LAKE CITY, UT
$1M
WEST RIM CAPITAL I, LLC
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$1M
-5.2% 1Y
KELLAM INSURANCE AND FINANCIAL SERVICES LLC
$1M
PENDULUM ASSET MANAGEMENT, LLC
$1M
PL WEALTH ADVISORS, LLC
SALT LAKE CITY, UT
$1M
FINANCIAL GUARD, LLC
SALT LAKE CITY, UT
$977K
-36.7% 1Y

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