PHYSICIAN WEALTH ADVISORS, INC.
CRD #106043 SEC #801-63664 SALT LAKE CITY, UT 801-747-0800
SEC Registered
Total AUM
$1.7B
Discretionary
$1.1B
Employees
15
Clients
10
Accounts
5,721
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLRED, B., DEE | I | DIRECTOR | NA | |
| ALLRED, B., DEE | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BATEMAN, KIM | I | DIRECTOR | NA | |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, SCOTT | I | DIRECTOR | NA | Control |
| BLADEN, RYAN, M | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BLADEN, RYAN, M | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BLADEN, RYAN, M | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BLADEN, RYAN, M | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BLADEN, RYAN, M | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BODILY, KURT | I | DIRECTOR | NA | |
| BODILY, KURT | I | DIRECTOR | NA | |
| BODILY, KURT | I | DIRECTOR | NA | |
| BODILY, KURT | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, GORDON, DANIELS | I | DIRECTOR | NA | |
| BROWN, RICHARD, CLIFTON | I | DIRECTOR | NA | Control |
| BROWN, RICHARD, CLIFTON | I | DIRECTOR | NA | Control |
| BROWN, RICHARD, CLIFTON | I | DIRECTOR | NA | Control |
| BROWN, RICHARD, CLIFTON | I | DIRECTOR | NA | Control |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| Bailey, John, C. | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CANNON, GEORGE | I | DIRECTOR | NA | |
| CHILD, BRENT, STANLEY | I | DIRECTOR | NA | Control |
| CHILD, BRENT, STANLEY | I | DIRECTOR | NA | Control |
| CHILD, BRENT, STANLEY | I | DIRECTOR | NA | Control |
| CHILD, BRENT, STANLEY | I | DIRECTOR | NA | Control |
| CHILD, BRENT, STANLEY | I | DIRECTOR | NA | Control |
| COLE, DAVID, FREDERIC | I | DIRECTOR | NA | |
| Clayton, Paul, N. | I | DIRECTOR | NA | |
| Clayton, Paul, N. | I | DIRECTOR | NA | |
| Clayton, Paul, N. | I | DIRECTOR | NA | |
| DAVID, COLE, F. | I | DIRECTOR | NA | |
| DAYTON, LYNN, TAYLOR | I | DIRECTOR | NA | Control |
| DAYTON, LYNN, TAYLOR | I | DIRECTOR | NA | Control |
| DAYTON, LYNN, TAYLOR | I | DIRECTOR | NA | Control |
| DAYTON, LYNN, TAYLOR | I | DIRECTOR | NA | Control |
| FOWLER, JAMES | I | DIRECTOR | NA | Control |
| FOWLER, JAMES | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALES, BRIAN, C. | I | DIRECTOR | NA | Control |
| HALVORSEN, ERIC, ALLEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HALVORSEN, ERIC, ALLEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HALVORSEN, ERIC, ALLEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HALVORSEN, ERIC, ALLEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HALVORSEN, ERIC, ALLEN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM, L. | I | DIRECTOR | NA | |
| HAMILTON, WILLIAM, L. | I | DIRECTOR | NA | |
| HOAGLAND, JASON, R | I | DIRECTOR | NA | Control |
| HOAGLAND, JASON, R | I | DIRECTOR | NA | Control |
| HOAGLAND, JASON, R | I | DIRECTOR | NA | Control |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| Howell, Elizabeth, F. | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| ISRAELSEN, CRAIG, LAMONT | I | DIRECTOR | NA | |
| JOHNSON, VAL | I | DIRECTOR | NA | Control |
| JOHNSON, VAL | I | DIRECTOR | NA | Control |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| Jeffreys, Nicole, D. | I | DIRECTOR | NA | |
| KOLL, RACHEL | I | DIRECTOR | NA | Control |
| KOLL, RACHEL | I | DIRECTOR | NA | Control |
| KOLL, RACHEL | I | DIRECTOR | NA | Control |
| LAMB, CURTIS, TEICHERT | I | DIRECTOR | NA | Control |
| LAMB, CURTIS, TEICHERT | I | DIRECTOR | NA | Control |
| LAMB, CURTIS, TEICHERT | I | DIRECTOR | NA | Control |
| LOWER, GARY, D | I | DIRECTOR | NA | Control |
| LOWER, GARY, D | I | DIRECTOR | NA | Control |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MARSDEN, JERRY | I | DIRECTOR | NA | |
| MCOMBER, MICHELLE, S. | I | DIRECTOR | NA | |
| MCOMBER, MICHELLE, S. | I | DIRECTOR | NA | |
| MCOMBER, MICHELLE, S. | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER, S. | I | DIRECTOR | NA | |
| MICHELLE, MCOMBER, S. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MILLER, STEVEN, K. | I | DIRECTOR | NA | |
| MORRELL, DAVID, GLEN | I | DIRECTOR | NA | Control |
| MORRELL, DAVID, GLEN | I | DIRECTOR | NA | Control |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| NEWTON, MATTHEW, TYLER | I | DIRECTOR | NA | |
| PETERSON, WALLACE, CURTIS | I | DIRECTOR | NA | Control |
| PETERSON, WALLACE, CURTIS | I | DIRECTOR | NA | Control |
| PETERSON, WALLACE, CURTIS | I | DIRECTOR | NA | Control |
| REINHART, DOUGLAS | I | DIRECTOR | NA | Control |
| REINHART, DOUGLAS | I | DIRECTOR | NA | Control |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, J. | I | DIRECTOR | NA | |
| REINHART, DOUGLAS, JAMES | I | DIRECTOR | NA | Control |
| REINHART, DOUGLAS, JAMES | I | DIRECTOR | NA | Control |
| REINHART, DOUGLAS, JAMES | I | DIRECTOR | NA | Control |
| RIEKHOF, F., TEMPEL | I | DIRECTOR | NA | |
| RIEKHOF, F., TEMPEL | I | DIRECTOR | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAEZ, MARGARET, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHARMANN, STEPHEN, D. | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SCHARMANN, STEVEN | I | DIRECTOR | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS | NA | |
| SEARLE, TRENT, LYNN | I | VP OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | |
| SECREST, KATHERINE, MARIE | I | DIRECTOR | NA | Control |
| SECREST, KATHERINE, MARIE | I | DIRECTOR | NA | Control |
| SECREST, KATHERINE, MARIE | I | DIRECTOR | NA | Control |
| SHIOZAWA, BRIAN, E. | I | DIRECTOR | NA | Control |
| SHIOZAWA, BRIAN, E. | I | DIRECTOR | NA | Control |
| SHIOZAWA, BRIAN, E. | I | DIRECTOR | NA | Control |
| SMITH, CRAIG, L | I | DIRECTOR | NA | |
| SMITH, CRAIG, L | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | |
| SORENSON, JOHN, LEON | I | PRESIDENT | NA | Control |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SORENSON, JOHN, LEON | I | DIRECTOR | NA | |
| SPENCER, JESSE, N | I | DIRECTOR | NA | Control |
| SPENCER, JESSE, N | I | DIRECTOR | NA | Control |
| SPENCER, JESSE, N | I | DIRECTOR | NA | Control |
| SPERRY, RICHARD, J | I | DIRECTOR | NA | |
| SPERRY, RICHARD, J | I | DIRECTOR | NA | |
| SPERRY, RICHARD, JONES | I | DIRECTOR | NA | |
| SPERRY, RICHARD, JONES | I | DIRECTOR | NA | |
| SPERRY, RICHARD, JONES | I | DIRECTOR | NA | |
| SPERRY, RICHARD, JONES | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| STRATFORD, C., KERRY | I | DIRECTOR | NA | |
| THORPE, JEFFOREY, R. | I | DIRECTOR | NA | Control |
| THORPE, JEFFOREY, R. | I | DIRECTOR | NA | Control |
| THORPE, JEFFOREY, R. | I | DIRECTOR | NA | Control |
| THORUP, A, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, A, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | Control |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | |
| THORUP, ALVIN, ROBERT | I | DIRECTOR | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | NA | |
| VAL, BATEMAN | I | DIRECTOR | NA | |
| VAL, BATEMAN | I | DIRECTOR | NA | |
| VAL, BATEMAN | I | DIRECTOR | NA | |
| VAL, BATEMAN | I | DIRECTOR | NA | |
| VAL, BATEMAN | I | DIRECTOR | NA | |
| WATKINS, MARTIN, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WATKINS, MARTIN, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WATKINS, MARTIN, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WATKINS, MARTIN, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WATKINS, MARTIN, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WHEELER, CATHERINE, JEANNE | I | DIRECTOR | NA | |
| WHEELER, CATHERINE, JEANNE | I | DIRECTOR | NA | |
| WHEELER, CATHERINE, JEANNE | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| WOODRUFF, MARK, THOMPSON | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| Weeks, Howard, R | I | DIRECTOR | NA | |
| ZESIGER, JEFFREY, DELL | I | PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| ZESIGER, JEFFREY, DELL | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | 501(C)(6) | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SOLE OWNER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | E | |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| UTAH MEDICAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (11)
AZ CA CO ID LA MT OR TX UT VA WA
Address
6820 SOUTH 900 EASTSUITE 200
SALT LAKE CITY, UT 84047
United States
Phone: 801-747-0800