HEALTHEQUITY ADVISORS, LLC
Doing business as HEALTHEQUITY ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$1,994,934,966
Discretionary
$1,207,469,751
Non-discretionary
$787,465,215
Firm details
- CRD number
- 167105
- SEC file number
- 801-78001
- Main office
- DRAPER, UT, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.