WEALTH MANAGEMENT CPAS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 310096). Regulatory assets under management: $329.2M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Robert John Beck | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BECK DAVID JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |