HEALTHEQUITY ADVISORS, LLC
Legal name: HEALTHEQUITY ADVISORS
CRD #167105 SEC #801-78001 DRAPER, UT 801-508-3248
SEC Registered
Total AUM
$1.5B
Discretionary
$924.4M
Employees
8
Clients
--
Accounts
133,156
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Apr 28, 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 |
|---|---|---|---|---|
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, JAYSON, PARKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALABRO, MATHEW, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | NA | Control |
| DAVIS, RAYNARD, HILL | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CORPORATE COMPLIANCE AND ETHICS | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE | NA | Control |
| Eggett, Cordell, McLachlan | I | DIRECTOR OF FINANCE, MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| FETHERSTON, MICAH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FETHERSTON, MICAH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FETHERSTON, MICAH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Fleming, Matthew, Hitchcock | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| IVIE, JAMES, REX | I | MANAGING DIRECTOR | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| KESSLER, JON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| Lucania, James, Michael | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| Lucania, James, Michael | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| Lucania, James, Michael | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MOTT, DARCY, GALEN | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| MURDOCK, TYSON, DON | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| Midgley, Lori, Kaye | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Midgley, Lori, Kaye | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| NEELEMAN, STEPHEN, DALE | I | MEMBER OF THE BOARD OF MANAGERS | NA | Control |
| WORLEY, DAVID, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WORLEY, DAVID, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WORLEY, DAVID, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
| HEALTHEQUITY, INC. | DE | SOLE SHAREHOLDER, MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
| BERKLEY CAPITAL INVESTORS, L.P. | DE | HEALTHEQUITY, INC. | C | Control |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
15 WEST SCENIC POINTE DRIVESUITE 100
DRAPER, UT 84020
United States
Phone: 801-508-3248