RIA Intel›Advisers›Utah›NUWEALTH ADVISORS, LLC

NUWEALTH ADVISORS, LLC

Advisory

ST. GEORGE, UT

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$118K

across 268 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$22M

Non-Discretionary AUM$10M

Discretionary %69.8%

Total Clients260

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV, 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

260 clients

15 high-net-worth

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

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