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Financial ADVSR advisor directory · SEC adviser records

Exponent Wealth LLC financial advisors in Orem, UT

Every SEC-registered investment adviser representative at a Exponent Wealth LLC office in Orem, A to Z.

5 registered advisors work at Exponent Wealth LLC in Orem, out of 6 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Exponent Wealth LLC advisors in Orem, A to Z

Every Exponent Wealth LLC advisor →

Exponent Wealth LLC advisors in every city and state →Exponent Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Exponent Wealth LLC advisors in other cities

Lindon, UT 1

Other firms in Orem

All Orem advisors →

Diversify Wealth Management, LLC 17Transamerica Financial Advisors, LLC 16Peterson Wealth Advisors, LLC 13Squire Wealth Advisors 11Blue Barn Wealth 7Strategic Advisers LLC 7Momentum Wealth Management 6Keeler Thomas Management LLC 4Raymond James Financial Services Advisors, Inc. 4Savvy 4Morgan Stanley 3Sandlot Private Wealth LLC 3

Questions

How many financial advisors does Exponent Wealth LLC have in Orem?

5 investment adviser representatives are registered at Exponent Wealth LLC offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Exponent Wealth LLC one of the largest advisor employers in Orem?

Exponent Wealth LLC ranks number 8 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.

How do I check a Exponent Wealth LLC advisor in Orem?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Exponent Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.