# Presidio Wealth Management

Presidio Wealth Management is a Registered Investment Adviser based in Midvale, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Midvale, United States
- **Region:** North America
- **Address:** Midvale, UT, United States
- **Assets under management:** $217.5M regulatory AUM (Form ADV, September 2026)

## Regulatory record

- **CRD number:** 333404
- **SEC file number:** 801-131464
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-18
- **Reports private funds:** No

## About

Presidio Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 333404, SEC file 801-131464), with its main office in Midvale, Utah. Its Form ADV filed on 18 September 2026 reports $217.5M in regulatory assets under management across 903 accounts.

---

Updated: 2026-10-14T19:21:12.885Z

Canonical page: https://altss.com/profile/presidio-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology