# WEALTH MANAGEMENT CPAS, LLC

WEALTH MANAGEMENT CPAS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 310096
- Type: SEC-registered investment adviser
- SEC file number: 801-123458
- Location: 7084 SOUTH 2300 EAST, SALT LAKE CITY, UT, 84121
- Phone: 801-272-4357
- Latest filing: 2026-07-16
- Regulatory AUM: $329.2M
- Discretionary AUM: $329.2M
- Clients: 10
- Accounts: 1,002

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert John Beck | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BECK DAVID JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310096/similar
- Related entities: https://search.stillhousedata.com/firm/310096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310096

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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.