RIA Intelligence

SPROUT FINANCIAL LLC

Legal name: SPROUT ADVISERS

CRD #293200 SEC #801-112883 LEHI, UT 855-608-9424
SEC Registered
Total AUM
$13.8M
Discretionary
$13.8M
Employees
2
Clients
51
Accounts
763

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 25, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Carr, Joshua, JamesIMANAGERD Control
Carr, Joshua, JamesIMANAGERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIMANAGERD Control
Carr, Joshua, JamesIMANAGERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Carr, Joshua, JamesIOWNER, PARTNERD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonICCOD Control
Stewart, Edward, AndersonIOWNER, CHIEF COMPLIANCE OFFICERD Control
Stewart, Edward, AndersonIOWNER, CHIEF COMPLIANCE OFFICERD Control
Stewart, Edward, AndersonIOWNER, CHIEF COMPLIANCE OFFICERD Control
Stewart, Edward, AndersonIOWNER, CHIEF COMPLIANCE OFFICERD Control
Stewart, Edward, AndersonIOWNER, CHIEF COMPLIANCE OFFICERD Control
Carr, Joshua, JamesIMANAGERC Control
Neff, Brandon, ThomasIMANAGERC Control
Stewart, Edward, AndersonICCOC Control

Registrations

Federal

IA
Jun 25, 2020 REGISTERED

Notice Filings (17)

AZ CA CO FL GA IN MA MN NC NJ NY OH PA TN TX UT WA

Address

2912 EXECUTIVE PARKWAY
SUITE 120
LEHI, UT 84043
United States
Phone: 855-608-9424