BEST WEALTH ADVISORY, LLC

RIASEC Registered

Total AUM

$43.9M

Discretionary

$43.9M

100% of AUM

Avg account

$127K

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: St George, Utah
CRD number: 326526
Website: bestwealthadvisory.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI55.82%
Individuals44.07%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Best Wealth Advisory, LLC is an independent, single-owner registered investment adviser operating as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers fee arrangements that include a percentage-of-AUM component and hourly billing. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting services, and the selection of third‑party advisers. The firm is not identified as an active ESG investor and is not presented as a multi‑state adviser. It uses external managers where appropriate, indicating a willingness to outsource specialized strategies rather than run all capabilities in‑house.