Wealth manager, public-company owned · Draper, UT
Healthequity Advisors
Healthequity Advisors, LLC · SEC-registered investment adviser · CRD 167105 · SEC 801-78001
At a glance
Healthequity Advisors is an SEC-registered investment adviser based in Draper, Utah, with $2.0 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is individuals, and it reports 178,476 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 795th of 8,915 wealth managers and 3,642nd of 17,210 SEC-registered advisers by assets.
Main office 801-508-3248healthequityadvisors.comAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among wealth managers
- #795 of 8,915
- Rank among all SEC RIAs
- #3,642 of 17,210
- Rank in Utah
- #22 of 151
- Individual clients
- 178,476
- High-net-worth clients
- 0
- Accounts
- 178,476
- Discretionary
- 61% of AUM
- Employees
- 8
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- James R. IvieManaging Director
- Cordell M. EggettDirector of Finance, Member of the Board of Managers
- Stephen D. NeelemanMember of the Board of Managers
- Jayson P. AlexanderChief Compliance Officer
- James M. LucaniaMember of the Board of Managers
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 178,476 | $2.0B | 100% |
Disciplinary disclosures
Healthequity Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗healthequityadvisors.com ↗
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The full record on Healthequity Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,980 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Healthequity Advisors manage?
Healthequity Advisors reports $2.0 billion in regulatory assets under management across 178,476 accounts, 61% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Healthequity Advisors?
Healthequity Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Healthequity Advisors’s clients?
By assets, its largest client types are individuals ($2.0 billion, 178,476 clients).
Does Healthequity Advisors have any disciplinary history?
Healthequity Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Healthequity Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →