SQUIRE WEALTH ADVISORS
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
FINTRXOverview
Squire Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves individuals, families and institutional clients and positions itself as a capital allocator, blending advice and delegated manager selection. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting and the selection of other advisers. Its fee arrangements are flexible, spanning percentage-of-assets, hourly fees and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- US Government Bonds2%
- Other1%
Contacts
3 of 12Kadin Bullock
Associate Wealth AdvisorCRD 7557904
WAYNE BARBEN
PartnerCRD 4896531
DAVID ARCHIBALD
PartnerCRD 6428399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$350M in ETFs
35%
$121M
65%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $43.7M | 1,125,104 | 12.50% |
Location
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
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