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PRESIDIO WEALTH MANAGEMENT
Legal name: SUN FINANCIAL, INC.
CRD 333404File 801-131464
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$217.5M
Below cohort median (national)
Discretionary AUM
$206.7M
Non-discretionary $10.7M
Clients
380
903 accounts
Employees
5
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 13, 2024
- Principal office
- 6967 SOUTH RIVER GATE DRIVE, SUITE 102, MIDVALE, UT, 84047
- Phone
- 801-290-3201
- Website
- https://presidiowealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.5M
- Discretionary AUM
- $206.7M
- Non-discretionary AUM
- $10.7M
- Discretionary accounts
- 860
- Non-discretionary accounts
- 43
- Total accounts
- 903
- AUM per client
- $572K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $123.6M |
| Pension and profit sharing plans | 1 | $165K |
| Individuals (other than high net worth individuals) | 322 | $93.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 442 | 380 | decreased by62 |
| Apr 1, 2026 | AUM | $175,533,722 | $217,462,827 | increased by$41,929,105 |
| Apr 1, 2026 | Accounts | 844 | 903 | increased by59 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRESIDIO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRESIDIO WEALTH” 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.