WASATCH HEALTH PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$495M
Discretionary
$495M
100% of AUM
Avg account
$124M
Accounts
4
Employees
8
Advisory reps
5

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
335443
Registered since
May 30, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wasatch Health Partners is organized as an LLC and operates as a private equity fund that serves institutional clients. The firm is SEC-registered (2025) and lists portfolio management for pooled investment vehicles among its advisory activities; it also records accounting as one of its business activities. Ownership is identified as individual, and the firm charges fees that include a percentage of assets under management alongside other fee arrangements. It does not identify as an active ESG investor, a capital allocator, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Dell Hansen

    Founder and CEOCRD 7854313

Contacts

3 of 4
  • Travis Sessions

    Managing PartnerCRD 8063199

  • AARON GERSZEWSKI

    Managing PartnerCRD 7853444

  • SCOTT PTACH

    Vice President of Finance & AccountingCRD 8068857

Unlock 1 more contacts

Wealth teams

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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
299 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth