SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
Legal name: SQUIRE WEALTH ADVISORS
CRD #117750 SEC #801-78495 OREM, UT 801-226-7722
SEC Registered
Total AUM
$493.9M
Discretionary
$487.7M
Employees
12
Clients
1
Accounts
1,656
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $493.9M | $487.7M | $6.3M | 12 | 4 |
| Nov 2025 | $493.9M | $487.7M | $6.3M | 12 | 4 |
| Jun 2025 | $493.9M | $487.7M | $6.3M | 12 | 4 |
| Mar 2025 | $493.9M | $487.7M | $6.3M | 12 | 4 |
| Oct 2024 | $377.2M | $372.1M | $5.2M | 12 | 0 |
| Sep 2024 | $377.2M | $372.1M | $5.2M | 12 | 0 |
| Apr 2024 | $377.2M | $372.1M | $5.2M | 12 | 0 |
| Mar 2024 | $377.2M | $372.1M | $5.2M | 12 | 0 |
| Mar 2023 | $316.8M | $313M | $3.9M | 13 | 0 |
| Mar 2022 | $306.9M | $302.8M | $4M | 11 | 3 |
| Mar 2021 | $246.5M | $243.5M | $3.1M | 11 | 0 |
| Jun 2020 | $204M | $201.4M | $2.6M | 11 | 0 |
| Mar 2020 | $204M | $201.4M | $2.6M | 11 | 0 |
| Oct 2019 | $153.5M | $151.1M | $2.4M | 10 | 0 |
| Mar 2019 | $153.5M | $151.1M | $2.4M | 10 | 0 |
| Apr 2018 | $175.3M | $172.8M | $2.4M | 8 | 0 |
| Mar 2018 | $175.3M | $172.8M | $2.4M | 8 | 0 |
| Mar 2017 | $139.2M | $137.6M | $1.6M | 9 | 400 |
| Mar 2016 | $111.1M | $109.9M | $1.2M | 9 | 300 |
| Mar 2015 | $123.1M | $121.9M | $1.2M | 9 | 300 |
| Dec 2014 | $121.1M | $120.1M | $1M | 10 | 300 |
| Apr 2014 | $121.1M | $120.1M | $1M | 10 | 300 |
| Mar 2014 | $121.1M | $120.1M | $1M | 10 | 300 |
| Aug 2013 | $102.5M | $101.6M | $839.1K | 8 | 200 |
| Jun 2012 | $47.2M | $46.5M | $676.2K | 1 | 200 |
| Mar 2012 | $47.2M | $46.5M | $676.2K | 1 | 200 |
| Mar 2008 | $43.9M | $43.9M | $0 | 5 | -- |
| Nov 2007 | $32.5M | $32.5M | $0 | 5 | -- |
DateNov 2025
Total AUM$493.9M
Discretionary$487.7M
Non-Disc.$6.3M
Employees12
Clients4
DateNov 2025
Total AUM$493.9M
Discretionary$487.7M
Non-Disc.$6.3M
Employees12
Clients4
DateJun 2025
Total AUM$493.9M
Discretionary$487.7M
Non-Disc.$6.3M
Employees12
Clients4
DateMar 2025
Total AUM$493.9M
Discretionary$487.7M
Non-Disc.$6.3M
Employees12
Clients4
DateOct 2024
Total AUM$377.2M
Discretionary$372.1M
Non-Disc.$5.2M
Employees12
Clients0
DateSep 2024
Total AUM$377.2M
Discretionary$372.1M
Non-Disc.$5.2M
Employees12
Clients0
DateApr 2024
Total AUM$377.2M
Discretionary$372.1M
Non-Disc.$5.2M
Employees12
Clients0
DateMar 2024
Total AUM$377.2M
Discretionary$372.1M
Non-Disc.$5.2M
Employees12
Clients0
DateMar 2023
Total AUM$316.8M
Discretionary$313M
Non-Disc.$3.9M
Employees13
Clients0
DateMar 2022
Total AUM$306.9M
Discretionary$302.8M
Non-Disc.$4M
Employees11
Clients3
DateMar 2021
Total AUM$246.5M
Discretionary$243.5M
Non-Disc.$3.1M
Employees11
Clients0
DateJun 2020
Total AUM$204M
Discretionary$201.4M
Non-Disc.$2.6M
Employees11
Clients0
DateMar 2020
Total AUM$204M
Discretionary$201.4M
Non-Disc.$2.6M
Employees11
Clients0
DateOct 2019
Total AUM$153.5M
Discretionary$151.1M
Non-Disc.$2.4M
Employees10
Clients0
DateMar 2019
Total AUM$153.5M
Discretionary$151.1M
Non-Disc.$2.4M
Employees10
Clients0
DateApr 2018
Total AUM$175.3M
Discretionary$172.8M
Non-Disc.$2.4M
Employees8
Clients0
DateMar 2018
Total AUM$175.3M
Discretionary$172.8M
Non-Disc.$2.4M
Employees8
Clients0
DateMar 2017
Total AUM$139.2M
Discretionary$137.6M
Non-Disc.$1.6M
Employees9
Clients400
DateMar 2016
Total AUM$111.1M
Discretionary$109.9M
Non-Disc.$1.2M
Employees9
Clients300
DateMar 2015
Total AUM$123.1M
Discretionary$121.9M
Non-Disc.$1.2M
Employees9
Clients300
DateDec 2014
Total AUM$121.1M
Discretionary$120.1M
Non-Disc.$1M
Employees10
Clients300
DateApr 2014
Total AUM$121.1M
Discretionary$120.1M
Non-Disc.$1M
Employees10
Clients300
DateMar 2014
Total AUM$121.1M
Discretionary$120.1M
Non-Disc.$1M
Employees10
Clients300
DateAug 2013
Total AUM$102.5M
Discretionary$101.6M
Non-Disc.$839.1K
Employees8
Clients200
DateJun 2012
Total AUM$47.2M
Discretionary$46.5M
Non-Disc.$676.2K
Employees1
Clients200
DateMar 2012
Total AUM$47.2M
Discretionary$46.5M
Non-Disc.$676.2K
Employees1
Clients200
DateMar 2008
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--