Top financial advisors in Holladay, UT
We’ve curated a list of the best financial advisors in Holladay, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$169,741,460
Number of advisors
4 advisors
| $169,741,460 | 4 advisors | |
| 2 |
Assets under management
$102,958,159
Number of advisors
5 advisors
| $102,958,159 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Holladay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Holladay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Interwise
Valued Wealth Advisors, LLC, operating as Interwise, is a financial advisory firm based in Holladay, Utah. Established in 2021, the firm offers a range of investment advisory services to individuals and various client types, including asset management and financial planning. As a fiduciary, the firm is committed to acting in the best interest of its clients. Interwise provides tailored investment strategies, including the use of individual stocks, bonds, ETFs, and mutual funds, with a focus on risk tolerance and financial goals. The firm offers Asset Management services with a maximum annual fee of 2.00%, billed quarterly based on account value. Additionally, Interwise provides Complimentary Financial Planning and Standalone Financial Planning & Consulting services on a flat fee basis. The firm has implemented Tamarac's platform services and offers financial planning services to clients engaged in Asset Management. Investment Adviser Representatives are Registered Representatives of Chauner Securities, Inc. Interwise does not charge performance-based fees and requires a minimum account balance of $500,000 for Asset Management services, with exceptions at the firm's discretion. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to review the Brochure for detailed information on the firm's services, fees, and investment strategies.
$169,741,460 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersAthos Private Wealth LLC
Athos Private Wealth LLC is a financial advisory firm based in Holladay, Utah. It currently has approximately $102,958,159 of assets under management and employs about 5 people. Athos Private Wealth LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$102,958,159 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersConsulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Holladay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Holladay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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