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WASATCH INVESTMENT FUND MANAGER, LLC

LOGAN, UT · CRD 325037 · IAPD ↗ · 435-755-2000

$254.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — WASATCH INVESTMENT FUND MANAGER, LLC reported RAUM up 52% ($167.2M -> $254.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2026 — WASATCH INVESTMENT FUND MANAGER, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
February 2025 — WASATCH INVESTMENT FUND MANAGER, LLC (LOGAN, UT) is newly SEC-registered with $167.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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