MAXIMUS WEALTH ADVISORS

MAXIMUS WEALTH ADVISORS of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 299455). Regulatory assets under management: $8.0M.

Registration

• CRD: 299455
• Type: Registered investment adviser
• Location: 517 SOUTH 200 WEST GARDEN LEVEL, SALT LAKE CITY, UT, 84101
• Phone: 801-870-7510
• Latest filing: 2026-03-17
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 1
• Accounts: 12

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 299455 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search