AdvisorCensus / Financial advisors / Utah / Salt Lake City / Wasatch Health Partners
Wasatch Health Partners
Filed as WASATCH HEALTH PARTNERS · Legal name MED Venture Management, LLC
Wasatch Health Partners is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Wasatch Health Partners compensated?
On its Form ADV (Item 5.E, October 2026), Wasatch Health Partners reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Wasatch Health Partners located?
Wasatch Health Partners' principal office is in Salt Lake City, UT, according to its Form ADV.
Is Wasatch Health Partners registered with the SEC or a state?
Wasatch Health Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335443.
How much does Wasatch Health Partners manage?
Wasatch Health Partners reports $495,249,182 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Wasatch Health Partners' assets and staff changed since 2025?
In the Form ADV data for Wasatch Health Partners: Regulatory assets under management: $474,916,682 in the October 2025 data and $495,249,182 in the October 2026 data, up 4%. Total employees: 9 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wasatch Health Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Wasatch Health Partners 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/335443
What changed in Wasatch Health Partners' recent Form ADV filings?
In the May 2026 filing data: No longer lists the business name Wasatch Health Partners, LLC. Added the business name Wasatch Health Partners. Employees performing advisory functions went from 5 to 7.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$495,249,182 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- MED Venture Management, LLC
- Also doing business as
- WASATCH HEALTH PARTNERS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $495,249,182 | 8 | April 1, 2026 |
| October 2025 | $474,916,682 | 9 | April 30, 2025 |
Regulatory assets under management: $474,916,682 in the October 2025 data and $495,249,182 in the October 2026 data, up 4%.
Total employees: 9 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- No longer lists the business name Wasatch Health Partners, LLC.
- Added the business name Wasatch Health Partners.
- Employees performing advisory functions went from 5 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wasatch Health Partners (CRD 335443): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wasatch-health-partners-salt-lake-city-ut-335443