← Tributary

THREE SEASONS WEALTH

SALT LAKE CITY, UT · CRD 326517 · IAPD ↗ · threeseasonswealth.com · 801-662-0585

$1.23BRegulatory AUM
7Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — THREE SEASONS WEALTH crossed $1B in regulatory AUM ($361.7M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2025 — THREE SEASONS WEALTH notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — THREE SEASONS WEALTH notice-filed in NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — THREE SEASONS WEALTH reported RAUM up 45% ($250.0M -> $361.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — THREE SEASONS WEALTH grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2024 — THREE SEASONS WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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