AQUIRE WEALTH ADVISORS, LLC

DENTIST ADVISORS
SOUTH JORDAN, Utah·4 registered advisors·CRD# 149559
SEC# 801-1147822801-748-1243
01

Firm Overview

AUM
$384M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AQUIRE WEALTH ADVISORS, LLC

4 registered advisors
Jacob Rich
SOUTH JORDAN, Utah
Justin Paul Copier
SOUTH JORDAN, Utah
Matthew Warren Mulcock
SOUTH JORDAN, Utah
Reese J Harper
SOUTH JORDAN, Utah
05

Office Locations

SOUTH JORDAN, Utah
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. AQUIRE WEALTH ADVISORS, LLC (CRD# 149559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.