Trustee · Exponent Wealth LLC
Brianna M. Clarke
CRD 8315786 · Named on Form ADV at one SEC-registered adviser
At a glance
Exponent Wealth LLC, an SEC-registered wealth manager based in Orem, UT with $110 million in regulatory assets, lists Brianna M. Clarke on its Form ADV as Trustee, a control person.
Firms and roles
- Exponent Wealth LLCTrusteeWealth manager · Orem, UT · $110M in regulatory assets
AtlasMembers
Brianna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alec L FergusonCCO and Co-Ceo, Exponent Wealth LLC
- Avereigh L. ClarkeCo-Ceo, Exponent Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brianna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.