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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, JULIE, CHRISTINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, DAVID, LEWIS | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, DAVID, LEWIS | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, DAVID, LEWIS | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | MANAGING MEMBER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | PRACTICING PARTNER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | PRACTICING PARTNER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | PRACTICING PARTNER | NA | Control |
| BARBEN, WAYNE, FREDRICK | I | PRACTICING PARTNER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| CHRISTENSEN, TIMOTHY, ALDEN | I | MANAGING MEMBER | NA | Control |
| LARSEN, NATHAN, JOHN | I | PRACTICING PARTNER | NA | Control |
| LARSEN, NATHAN, JOHN | I | PRACTICING PARTNER | NA | Control |
| LARSEN, NATHAN, JOHN | I | PRACTICING PARTNER | NA | Control |
| LARSEN, NATHAN, JOHN | I | PRACTICING PARTNER | NA | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
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| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
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| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
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| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
| SQUIRE & COMPANY, P.C. | DE | MEMBER | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (7)
AZ CA CO ID NE TX UT
Address
1329 SOUTH 800 EASTOREM, UT 84097
United States
Phone: 801-226-7722