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Building 2STATERA WEALTH MANAGEMENT

Map pinST. GEORGE, UT
Phone435-673-6350
NotebookSEC #801-131955
Total AUM
$184.7M
Employees
8
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
912 W. 1600 S.
ST. B201
ST. GEORGE
UT 84770
United States
Operating Hours
9 AM - 5 PM, FRIDAY 9 AM - 2 PM
Monday - Friday
Phone
435-673-6350

ReceiptFinancials

Total AUM
$184.7M
Accounts
672
Discretionary
$184.7M
Accounts
672
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$60.5M
HNW Individual Clients
53
AUM
$124.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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