HALO EXPERIENCE COMPANY

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PROVO, Utah
CRD number
335230
Registered since
June 6, 2025

Firm profile

FINTRX

Overview

Halo Experience Company is organized as a limited liability company and is owned by an individual. The firm is registered with the SEC (registration year listed as 2025) and is classified in the dataset as unclassified. Its recorded role in the market is as sponsor, general partner and managing member of pooled investment vehicles, which indicates the business centers on operating private funds rather than delivering traditional retail advisory relationships. The record flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser and not a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Libby Liebig

    Chief Compliance OfficerCRD 2385467

Contacts

2 of 2
  • Scott Smith

    Managing MemberCRD 8110863

  • RYAN SWEENEY

    General PartnerCRD 3259318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PROVO, UT

UTAH

Location

PROVO, UT

Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
188 River Park Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth