BYBEE WEALTH MANAGEMENT LLC

BYBEE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 297272). Regulatory assets under management: $13.4M.

Registration

• CRD: 297272
• Type: Registered investment adviser
• Phone: 801-649-4903
• Latest filing: 2026-04-02
• Regulatory AUM: $13.4M
• Discretionary AUM: $4.8M
• Non-discretionary AUM: $8.6M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search