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 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
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 12
Kadin 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 72Active vs passive
$402M in ETFs
35%
$140M
65%
$262M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $50.5M | 1,139,447 | 12.57% |
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
Similar firms
Peterson Wealth Advisors, LLC
RIAOrem, UT
Sandlot Partners, LLC
RIAOrem, UT
Blue Barn Wealth
RIAOrem, UT
Keeler Thomas Management LLC
RIAOrem, UT
The Professional Financial Company LLC
RIAOrem, UT
Exponent Wealth LLC
RIAOrem, UT