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HEALTHEQUITY ADVISORS

DRAPER, UT · CRD 167105 · IAPD ↗ · healthequityadvisors.com · 801-508-3248

$1.99BRegulatory AUM
1Advisory reps
8Employees
2Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — HEALTHEQUITY ADVISORS reported RAUM up 32% ($1.51B -> $1.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
May 2025 — HEALTHEQUITY ADVISORS reported RAUM up 26% ($1.19B -> $1.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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