HEADWATERS CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Heber City, Utah
CRD number
336393

Firm profile

FINTRX

Overview

Headwaters Capital is organized as a limited liability company and appears to be a small, privately owned advisory vehicle controlled by an individual owner. The firm is categorized as unclassified in the available data and is not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. It is not listed as an active ESG investor or a capital allocator in the provided snapshot. The firm's footprint in the data is concentrated on a single private fund rather than on a retail advisory business, suggesting its primary activity is fund management rather than running a broad advisory practice serving many individual or institutional accounts.

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
  • TYLER PARTRIDGE

    Founder & CEOCRD 6550164

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Heber City, UT

WASATCH

Location

Heber City, UT

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

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
WASATCH
Address
2580 W Webster Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth