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WEALTH MANAGEMENT CPAS, LLC
CRD 310096File 801-123458
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$329.2M
Below cohort median (national)
Discretionary AUM
$329.2M
Clients
396
1,002 accounts
Employees
11
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 17, 2022
- Principal office
- 7084 SOUTH 2300 EAST, SALT LAKE CITY, UT, 84121
- Phone
- 801-272-4357
- Website
- https://wealthcpas.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.2M
- Discretionary AUM
- $329.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,002
- Non-discretionary accounts
- 0
- Total accounts
- 1,002
- AUM per client
- $831K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $102K |
| High net worth individuals | 59 | $172.5M |
| Individuals (other than high net worth individuals) | 336 | $156.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Sep 16, 2026 | Employees | 10 | 11 | increased by1 |
| Jun 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Mar 1, 2026 | Clients | 611 | 396 | decreased by215 |
| Mar 1, 2026 | AUM | $270,877,513 | $329,157,318 | increased by$58,279,805 |
| Mar 1, 2026 | Accounts | 893 | 1,002 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 11 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 326 | 611 | increased by285 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,736,000 | $270,877,513 | increased by$148,141,513 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 446 | 893 | increased by447 |
| Jun 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.