WASATCH HEALTH, LLC
CRD #335443 SEC #801-132897 SALT LAKE CITY, UT (801) 867-5269
SEC Registered Private Funds
Total AUM
$474.9M
Discretionary
$474.9M
Employees
9
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 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 |
|---|---|---|---|---|
| PTACH, SCOTT, RAYMOND | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCE AND ACCOUNTING | NA | Control |
| Hansen, Dell, Loy | I | MANAGING MEMBER | C | Control |
| Sessions, Travis, Lynn | I | MANAGING MEMBER | C | Control |
| GERSZEWSKI, AARON, RICHARD | I | CHIEF OPERATING OFFICER | A | Control |
| Haueter, Jacob, Mark | I | MEMBER | A | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Address
299 SOUTH MAIN STREETSUITE 2300
SALT LAKE CITY, UT 84111
United States
Phone: (801) 867-5269