Squire Wealth Advisors

RIASEC RegisteredEst. 2013
Total AUM
$587M
Discretionary
$579M
99% of AUM
Avg account
$382K
Accounts
1,537
Employees
15
Advisory reps
12

Firm details

Headquarters
Orem, Utah
CRD number
117750
Registered since
September 5, 2013
Website
squirewealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI59.41%
  • Corporations / Businesses20.51%
  • Individuals13.66%
  • Pension & Profit Sharing Plans3.93%
  • Charitable Organizations2.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Squire Wealth Advisors is an independent registered investment adviser formed in 2013 and organized as a limited liability company. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its service menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting other advisers. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed fees. Squire does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 11%, Exchange Traded Equities 4%, US Government Bonds 2%, Other 1%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities4%
  • US Government Bonds2%
  • Other1%

Contacts

3 of 12
  • Gregory Hyde

    Gregory Hyde

    PartnerCRD 7069738

  • Nathan Larsen

    Nathan Larsen

    PartnerCRD 6276835

  • David Bigler

    David Bigler

    Senior ManagerCRD 6342130

Unlock 9 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$402M in ETFs

Passive

35%

$140M

Active

65%

$262M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$50.5M1,139,44712.57%
Unlock additional holdings →

Location

Primary office

Orem, UT

Utah

Location

Orem, UT

Headquartered in Orem, 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
1329 S 800 E
Time zone
MT (UTC-7)
Office locations

Similar firms

Peterson Wealth Advisors, LLC

RIA

Orem, UT

AUM $830MTEAM 13REPS 14

Sandlot Partners, LLC

RIA

Orem, UT

AUM $934MTEAM 18REPS 5

Blue Barn Wealth

RIA

Orem, UT

AUM $317MTEAM 9REPS 8

Keeler Thomas Management LLC

RIA

Orem, UT

AUM $306MTEAM 12REPS 6

The Professional Financial Company LLC

RIA

Orem, UT

AUM $246MTEAM 7REPS 3

Exponent Wealth LLC

RIA

Orem, UT

AUM $110MTEAM 7REPS 7
More RIAs in Orem →All Utah RIAs →