PL WEALTH ADVISORS, LLC

PL WEALTH ADVISORS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 170887). Regulatory assets under management: $1.4M.

Registration

• CRD: 170887
• Type: Registered investment adviser
• Location: 650 SOUTH 500 WEST, SALT LAKE CITY, UT, 84101
• Phone: 800-870-8670
• Latest filing: 2026-03-27
• Regulatory AUM: $1.4M
• Non-discretionary AUM: $1.4M
• Clients: 10
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search