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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 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 |
|---|---|---|---|---|
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BECK, ROBERT, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (4)
ID LA TX UT
Address
5296 COMMERCE DRIVESUITE 101
SALT LAKE CITY, UT 84107
United States
Phone: 801-272-4357