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WASATCH EQUITY PARTNERS

LOGAN, UT · CRD 326762 · IAPD ↗ · pitchbook.com · 435-755-2079

$337.3MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
22Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
February 2025 — WASATCH EQUITY PARTNERS (LOGAN, UT) is newly SEC-registered with $311.5M RAUM and 5 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.