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WEALTH MANAGEMENT CPAS, LLC

SALT LAKE CITY, UT · CRD 310096 · IAPD ↗ · wealthcpas.com · 801-272-4357

$329.2MRegulatory AUM
7Advisory reps
11Employees
536Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — WEALTH MANAGEMENT CPAS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
September 2024 — WEALTH MANAGEMENT CPAS, LLC reported RAUM up 51% ($156.8M -> $236.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — WEALTH MANAGEMENT CPAS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — WEALTH MANAGEMENT CPAS, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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