FIVE SEASONS FINANCIAL PLANNING LLC
FIVE SEASONS FINANCIAL PLANNING LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 130766). Regulatory assets under management: $109.3M.
Registration
- CRD: 130766
- SEC file number: 801-133909
- Type: Registered investment adviser
- Location: 4505 S. WASATCH BLVD., STE. 370, SALT LAKE CITY, UT, 84124
- Phone: 801-272-0902
- Latest filing: 2025-08-25
- Regulatory AUM: $109.3M
- Discretionary AUM: $109.3M
- Clients: 1
- Accounts: 225
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Paul Nicholas Winter | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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