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WASATCH HEALTH PARTNERS

SALT LAKE CITY, UT · CRD 335443 · IAPD ↗ · wasatch-health.com · (385) 501-5979

$495.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
May 2026 — WASATCH HEALTH PARTNERS changed its website from medventurehealth.com to wasatch-health.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
May 2026 — MED VENTURE MANAGEMENT, LLC is now doing business as WASATCH HEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
May 2026 — WASATCH HEALTH PARTNERS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
June 2025 — MED VENTURE MANAGEMENT, LLC (SALT LAKE CITY, UT) is newly SEC-registered with $474.9M 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.