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Scott Matthew Carlson

FIRSTPURPOSE WEALTH LLC·OREM, Utah
Unclaimed Profile
462 E 800 N, OREM, UT 84097CRD# 6418057Firm CRD# 145593
01

About

Scott Matthew Carlson is a registered financial advisor based in OREM, Utah, affiliated with FIRSTPURPOSE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRSTPURPOSE WEALTH LLC
DIVERSIFY WEALTH MANAGEMENT LLC
AUM
$540M
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at FIRSTPURPOSE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6418057
Firm CRD# 145593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Matthew Carlson offer?
Scott Matthew Carlson specializes in Financial Planning, Investment Management. Contact their office in OREM, Utah for a consultation.
What are Scott Matthew Carlson's credentials?
Scott Matthew Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Matthew Carlson located?
Scott Matthew Carlson is based in OREM, Utah, working with FIRSTPURPOSE WEALTH LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Scott Matthew Carlson charge for services?
Scott Matthew Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRSTPURPOSE WEALTH LLC?
FIRSTPURPOSE WEALTH LLC has approximately 46 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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