EXPONENT WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$110,365,945
Discretionary
$70,966,756
Non-discretionary
$39,399,189
Firm details
- CRD number
- 334968
- SEC file number
- 801-137187
- Main office
- OREM, UT, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.exponentwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.