FIVE SEASONS FINANCIAL PLANNING LLC
CRD #130766 SEC #801-133909 SALT LAKE CITY, UT 801-272-0902
SEC Registered
Total AUM
$109.3M
Discretionary
$109.3M
Employees
1
Clients
25
Accounts
225
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 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 |
|---|---|---|---|---|
| WINTER, PAUL, NICHOLAS | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINTER, PAUL, NICHOLAS | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (2)
TX UT
Address
4505 S. WASATCH BLVD.STE. 370
SALT LAKE CITY, UT 84124
United States
Phone: 801-272-0902