THREE SEASONS WEALTH
CRD #326517 SEC #801-127982 SALT LAKE CITY, UT 801-662-0585
SEC Registered
Total AUM
$361.7M
Discretionary
$339.5M
Employees
7
Clients
0
Accounts
770
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $361.7M | $339.5M | $22.2M | 7 | 0 |
| Aug 2025 | $361.7M | $339.5M | $22.2M | 7 | 0 |
| Jul 2025 | $361.7M | $339.5M | $22.2M | 7 | 0 |
| May 2025 | $361.7M | $339.5M | $22.2M | 7 | 0 |
| Mar 2025 | $361.7M | $339.5M | $22.2M | 7 | 0 |
| Jun 2024 | $250M | $241.5M | $8.5M | 8 | 0 |
| Mar 2024 | $250M | $241.5M | $8.5M | 8 | 0 |
| Sep 2023 | $237.7M | $235M | $2.7M | 5 | 0 |
| Sep 2023 | $237.7M | $235M | $2.7M | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$361.7M
Discretionary$339.5M
Non-Disc.$22.2M
Employees7
Clients0
DateAug 2025
Total AUM$361.7M
Discretionary$339.5M
Non-Disc.$22.2M
Employees7
Clients0
DateJul 2025
Total AUM$361.7M
Discretionary$339.5M
Non-Disc.$22.2M
Employees7
Clients0
DateMay 2025
Total AUM$361.7M
Discretionary$339.5M
Non-Disc.$22.2M
Employees7
Clients0
DateMar 2025
Total AUM$361.7M
Discretionary$339.5M
Non-Disc.$22.2M
Employees7
Clients0
DateJun 2024
Total AUM$250M
Discretionary$241.5M
Non-Disc.$8.5M
Employees8
Clients0
DateMar 2024
Total AUM$250M
Discretionary$241.5M
Non-Disc.$8.5M
Employees8
Clients0
DateSep 2023
Total AUM$237.7M
Discretionary$235M
Non-Disc.$2.7M
Employees5
Clients0
DateSep 2023
Total AUM$237.7M
Discretionary$235M
Non-Disc.$2.7M
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0