MERCATO MANAGEMENT LEGACY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
335389
Registered since
March 31, 2025

Firm profile

FINTRX

Overview

Mercato Management Legacy, LLC is an LLC that registered with the SEC in 2025 and is owned by an individual. The adviser is not designated as a multi-state adviser, is not flagged as an active ESG investor, and is not identified as a pension consultant or related adviser. Its public profile and activity suggest the firm operates primarily through sponsored pooled vehicles rather than as a traditional retail investment-advisory business. Regulatory and activity flags show the firm serving in sponsor and manager roles: it acts as an adviser and sponsor, and as a general partner and managing member of pooled investment vehicles. That organizational posture lines up with the private-fund footprint described in the data rather than a broad-based advisory platform serving many direct clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRIAN LANIER

    Chief Financial OfficerCRD 8065889

Contacts

1 of 1
  • GREGORY WARNOCK

    Co-FounderCRD 6050312

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

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE 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
SALT LAKE
Address
2750 E Cottonwood Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth