# PL Wealth Advisors, LLC

> PL Wealth Advisors, LLC is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 170887
- Filed as: PL WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170887
- AdvisorCensus page: https://advisorcensus.com/firm/pl-wealth-advisors-llc-salt-lake-city-ut-170887

## Quick answers

**How is PL Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PL Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is PL Wealth Advisors, LLC located?**
PL Wealth Advisors, LLC's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is PL Wealth Advisors, LLC registered with the SEC or a state?**
PL Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 170887.

**How much does PL Wealth Advisors, LLC manage?**
PL Wealth Advisors, LLC reports $1,394,430 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**What types of clients does PL Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does PL Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170887

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,394,430
- Discretionary: $0
- Non-discretionary: $1,394,430

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,394,430 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, ID, IL, NC, PA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PL Wealth Advisors, LLC (CRD 170887): Form ADV filing data as of October 2026.