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ACCUVEST GLOBAL ADVISORS, INC.

PROVO, UT · CRD 134096 · IAPD ↗ · 925-930-2882

$630.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ACCUVEST GLOBAL ADVISORS, INC. reported RAUM down 33% ($937.7M -> $630.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
73
June 2025 — ACCUVEST GLOBAL ADVISORS, INC. now reports 1 private fund(s) ($17.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
73
April 2025 — ACCUVEST GLOBAL ADVISORS, INC. reported RAUM up 81% ($518.0M -> $937.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2024 — ACCUVEST GLOBAL ADVISORS, INC. crossed $500M in regulatory AUM ($476.6M -> $518.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.