Your Ia, LLC

RIASEC RegisteredEst. 2025
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$392K
Accounts
272
Employees
19
Advisory reps
28

Firm details

Headquarters
St George, Utah
CRD number
338535
Registered since
November 18, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.8%
  • Individuals27.28%
  • Corporations / Businesses2.92%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Your Ia, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, and offers core advisory services that include financial planning and portfolio management for individuals and small businesses. Ownership is a mix of a domestic entity and an individual, and the firm charges a mix of fee arrangements (percentage of AUM, hourly fees, and fixed fees). Your Ia is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains industry relationships with other investment advisers and an insurance company, indicating some collaborative or referral arrangements beyond its internal advisory work.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 39%, Cash & Cash Equivalents 5%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Christopher Felton

    Christopher Felton

    Chief Distribution OfficerCRD 3222050

Contacts

3 of 27
  • Chad Tacia

    Investment Adviser RepresentativeCRD 5144699

  • Lam Giang

    Lam Giang

    Investment AdviserCRD 6282550

  • Richard Schwab

    Richard Schwab

    Financial AdvisorCRD 6758287

Unlock 24 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

St George, UT

Washington

Location

St George, UT

Headquartered in St George, UT, in the West of the United States.

Region
West
County
Washington
Address
620 S 400 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth