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SQUIRE WEALTH ADVISORS
Legal name: SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 117750File 801-78495
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$586.7M
Above cohort median (national)
Discretionary AUM
$578.8M
Non-discretionary $7.9M
Clients
587
1,537 accounts
Employees
15
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 5, 2013
- Principal office
- 1329 SOUTH 800 EAST, OREM, UT, 84097
- Phone
- 801-226-7722
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $586.7M
- Discretionary AUM
- $578.8M
- Non-discretionary AUM
- $7.9M
- Discretionary accounts
- 1,535
- Non-discretionary accounts
- 2
- Total accounts
- 1,537
- AUM per client
- $1000K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $120.3M |
| Charitable organizations | Fewer than 5 | $14.6M |
| High net worth individuals | 197 | $348.6M |
| Pension and profit sharing plans | 36 | $23.1M |
| Individuals (other than high net worth individuals) | 342 | $80.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.