GAJARDO WEALTH MANAGEMENT LLC

GAJARDO WEALTH MANAGEMENT LLC of LEHI, UT is an SEC-registered investment adviser (CRD 330711). Regulatory assets under management: $7.2M.

Registration

• CRD: 330711
• Type: Registered investment adviser
• Location: 2901 W. BLUEGRASS BLVD, LEHI, UT, 84048
• Phone: 801-391-5176
• Latest filing: 2026-06-04
• Regulatory AUM: $7.2M
• Discretionary AUM: $7.2M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search