# Wealth Management CPAs

Wealth Management CPAs is a Bank / Wealth / Trust based in Salt Lake City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** wealthcpas.com
- **LinkedIn:** https://linkedin.com/company/wealthcpas

## Regulatory record

- **CRD number:** 310096
- **SEC file number:** 801-123458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310096

## About

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. 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.

## Related profiles

- [Wealth Management Consultants Colorado](https://altss.com/profile/wealth-management-consultants-colorado)
- [Wealth Management Resources](https://altss.com/profile/wealth-management-resources)

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Last updated: 2026-08-11T02:43:31.692Z

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