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DENTIST ADVISORS

Legal name: AQUIRE WEALTH ADVISORS, LLC

CRD 149559File 801-114782
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$504.0M
Above cohort median (national)
Discretionary AUM
$504.0M
Clients
768
2,798 accounts
Employees
24
Above cohort median in UT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Mar 4, 2019
Principal office
6440 S WASATCH BLVD., SUITE 215, SALT LAKE CITY, UT, 84121
Phone
801-748-1243

Assets & accounts

ADV Item 5F
Total regulatory AUM
$504.0M
Discretionary AUM
$504.0M
Non-discretionary AUM
$0
Discretionary accounts
2,798
Non-discretionary accounts
0
Total accounts
2,798
AUM per client
$656K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$193K
Charitable organizationsFewer than 5$695K
High net worth individuals167$378.6M
Pension and profit sharing plans12$19.3M
Individuals (other than high net worth individuals)585$105.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.