Wealth Management CPAs

Wealth Management CPAs

Wealth Management CPAs was established in Salt Lake City in 2010. The firm operates as a registered investment adviser and wealth management practice, explicitly coupling certified public accounting with investment advisory services. That dual-head design means the team typically addresses both tax efficiency and asset allocation within the same planning engagement, a posture that distinguishes it from pure-play asset managers. The firm provides portfolio management and financial planning services to individuals. While a detailed public breakdown of asset-class exposure is not available, the advisory structure suggests a mix spanning public equities, fixed income, and potentially alternative structures where tax-treatment considerations drive vehicle selection. The practice does not publicly disclose a dedicated alternatives program, direct-deal pipeline, or co-investment club, and appears to operate without a separate institutional or family-office vehicle. As of mid-2026, Wealth Management CPAs has not publicly disclosed its total regulatory assets under management or the number of professionals on its team. The firm operates from its Salt Lake City headquarters, with no public record of additional offices. No adjacent philanthropic foundation, real-asset arm, or external membership network (such as Tiger 21 or YPO) has been publicly associated with the practice. Structurally, the firm's accounting-first model embeds tax planning into the investment process rather than outsourcing it. For a segment of clients — particularly business owners and high-income professionals — that integration can act as a sourcing and retention mechanism. The firm does not appear to have published a formal succession plan, nor does it disclose whether ownership is concentrated in a single principal or distributed across partners.