WEALTH MODE

WEALTH MODE of BOUNTIFUL, UT is an SEC-registered investment adviser (CRD 284136). Regulatory assets under management: $12.5M.

Registration

• CRD: 284136
• Type: Registered investment adviser
• Location: 450 S 400 E, BOUNTIFUL, UT, 84010
• Phone: (435) 363-9445
• Latest filing: 2026-04-28
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 2
• Accounts: 171

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, 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 284136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search