# Squire Wealth Advisors

> Squire Wealth Advisors is an SEC-registered investment advisory firm in Orem, UT, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 117750
- Filed as: SQUIRE WEALTH ADVISORS
- Legal name: Squire Investment Management Company, LLC
- Also doing business as: SQUIRE INVESTMENT, SQUIRE WEALTH ADVISORS, SQUIRE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117750
- AdvisorCensus page: https://advisorcensus.com/firm/squire-wealth-advisors-orem-ut-117750

## Quick answers

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

**How much does Squire Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $300 an hour (financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Squire Wealth Advisors located?**
Squire Wealth Advisors' principal office is in Orem, UT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Squire Wealth Advisors registered with the SEC or a state?**
Squire Wealth Advisors is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 117750.

**How much does Squire Wealth Advisors manage?**
Squire Wealth Advisors reports $586,722,649 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (99% discretionary).

**How have Squire Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Squire Wealth Advisors: Regulatory assets under management: $246,549,651 in the October 2021 data and $586,722,649 in the October 2026 data, up 138%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Squire Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (342); high net worth individuals (197); pension and profit sharing plans (but not the plan participants or government pension plans) (36).

**Which custodians does Squire Wealth Advisors use?**
Squire Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Squire Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117750

**What changed in Squire Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 13. Regulatory assets under management went from $493,941,180 to $586,722,649 (+19%). Added an office in St. George, UT. Registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $300 an hour (financial planning fees)

> Financial planning fees will be charged on either an hourly basis at the rate of $300 per hour or we may request a retainer to initiate financial planning and consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $586,722,649
- Discretionary: $578,816,005
- Non-discretionary: $7,906,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 342 | $80,154,238 |
| High net worth individuals | 197 | $348,593,838 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $23,056,810 |
| Charitable organizations | Fewer than 5 | $14,594,266 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $120,323,497 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 15 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NE, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Salt Lake City, UT
- St. George, UT

### Websites listed on Form ADV (Item 1.I)
- [squireinvestment.com](https://squireinvestment.com)
- [squirewealthadvisors.com](https://squirewealthadvisors.com)
- [squirewealthmanagement.com](https://squirewealthmanagement.com)
- Facebook @SquireWealth
- LinkedIn @squire-wealth
- X @squirewealth
- YouTube @squirewealthadvisors356

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,549,651 | 11 | March 22, 2021 |
| October 2022 | $306,866,213 | 11 | March 29, 2022 |
| October 2023 | $316,843,041 | 13 | March 30, 2023 |
| October 2024 | $377,231,871 | 12 | September 11, 2024 |
| October 2025 | $493,941,180 | 12 | June 30, 2025 |
| October 2026 | $586,722,649 | 15 | March 23, 2026 |

Regulatory assets under management: $246,549,651 in the October 2021 data and $586,722,649 in the October 2026 data, up 138%.
Total employees: 11 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 13.
- Regulatory assets under management went from $493,941,180 to $586,722,649 (+19%).
- Added an office in St. George, UT.
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Squire Wealth Advisors (CRD 117750): Form ADV filing data as of October 2026.