WEALTH MANAGEMENT CPAS, LLC
CRD #310096 SEC #801-123458 SALT LAKE CITY, UT 801-272-4357
SEC Registered
Total AUM
$270.9M
Discretionary
$270.9M
Employees
11
Clients
251
Accounts
893
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $270.9M | $270.9M | $0 | 11 | 0 |
| Aug 2024 | $236.1M | $236.1M | $0 | 11 | 0 |
| Feb 2024 | $156.8M | $156.8M | $0 | 11 | 0 |
| Oct 2023 | $139.4M | $139.4M | $0 | 10 | 0 |
| Sep 2023 | $139.4M | $139.4M | $0 | 10 | 0 |
| Sep 2023 | $114.4M | $114.4M | $0 | 10 | 0 |
| Jun 2023 | $114.4M | $114.4M | $0 | 9 | 0 |
| Mar 2023 | $114.4M | $114.4M | $0 | 7 | 0 |
| Feb 2023 | $114.4M | $114.4M | $0 | 7 | 0 |
| Jun 2022 | $122.7M | $122.7M | $0 | 7 | 0 |
| May 2022 | $122.7M | $122.7M | $0 | 7 | 0 |
| Feb 2022 | $122.7M | $122.7M | $0 | 6 | 0 |
DateFeb 2025
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees6
Clients0