WASATCH VENTURE MANAGEMENT, LLC

WASATCH EQUITY PARTNERS
LOGAN, Utah·4 registered advisors·CRD# 326762
SEC# 801-1317071435-755-2079
01

Firm Overview

AUM
$312M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WASATCH VENTURE MANAGEMENT, LLC

4 registered advisors
Aaron Richard Gerszewski
LOGAN, Utah
Colby Bryce Tracy
LOGAN, Utah
Jacob Mark Haueter
LOGAN, Utah
Scott Timothy Stettler
LOGAN, Utah
05

Office Locations

LOGAN, Utah
4 advisors

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Data sourced from SEC Form ADV filings. WASATCH VENTURE MANAGEMENT, LLC (CRD# 326762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.