RIA Intel›Advisers›Utah›PL WEALTH ADVISORS, LLC

PL WEALTH ADVISORS, LLC

Advisory

SALT LAKE CITY, UT

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

Average account
$107K
across 13 accounts
AUM per adviser
$465K
3 advisers

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

Total AUM
$1M
Discretionary %
0%
Clients
6
Employees
10

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 Clients6
Team
Total Employees10
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

PENDULUM ASSET MANAGEMENT, LLC
$1M
AEQUITAS FINANCIAL, LLC
$1M
KELLAM INSURANCE AND FINANCIAL SERVICES LLC
$1M
WEST RIM CAPITAL I, LLC
LEHI, UT
$1M
-5.2% 1Y
STEVEN HARRY ALTMAN
$2M
THE PRUDENT PLANNER, LLC
SALT LAKE CITY, UT
$1M

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