SEC Form ADV

WEALTH MANAGEMENT CPAS, LLC

Registered Investment AdviserUT
$329.2M
Assets Under Management
536
Total Clients
10
Employees
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Registration Details

Accession
crd-310096
Location
SALT LAKE CITY, UT
Filing Date
May 6, 2026
AUM
$329.2M
Total Clients
536
Institutional Clients
1
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

WEALTH MANAGEMENT CPAS, LLC is a registered investment adviser headquartered in SALT LAKE CITY, UT, managing approximately $329.2M in assets across 536 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.