EXPONENT WEALTH LLC

EXPONENT WEALTH LLC of OREM, UT is an SEC-registered investment adviser (CRD 334968). Regulatory assets under management: $110.4M.

Registration

• CRD: 334968
• SEC file number: 801-137187
• Type: Registered investment adviser
• Location: 562 TECHNOLOGY AVENUE, SUITE C-15, OREM, UT, 84097
• Phone: (801) 459-1190
• Latest filing: 2026-07-29
• Regulatory AUM: $110.4M
• Discretionary AUM: $71.0M
• Non-discretionary AUM: $39.4M
• Clients: 7
• Accounts: 464

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search