# WEALTH MODE

WEALTH MODE of BOUNTIFUL, UT is an SEC-registered investment adviser.

## Registration

- CRD: 284136
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284136/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284136/similar
- Related entities: https://search.stillhousedata.com/firm/284136/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284136

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.