# Wealth Management CPAS, LLC

> Wealth Management CPAS, LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 310096
- Filed as: WEALTH MANAGEMENT CPAS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310096
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-cpas-llc-salt-lake-city-ut-310096

## Quick answers

**How is Wealth Management CPAS, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management CPAS, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Wealth Management CPAS, LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $150 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Management CPAS, LLC located?**
Wealth Management CPAS, LLC's principal office is in Salt Lake City, UT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealth Management CPAS, LLC registered with the SEC or a state?**
Wealth Management CPAS, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 310096.

**How much does Wealth Management CPAS, LLC manage?**
Wealth Management CPAS, LLC reports $329,157,318 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Wealth Management CPAS, LLC's assets and staff changed since 2022?**
In the Form ADV data for Wealth Management CPAS, LLC: Regulatory assets under management: $122,736,000 in the October 2022 data and $329,157,318 in the October 2026 data, up 168%. Total employees: 7 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Management CPAS, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (336); high net worth individuals (59); charitable organizations (1).

**Which custodians does Wealth Management CPAS, LLC use?**
Wealth Management CPAS, LLC's 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 Wealth Management CPAS, LLC 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/310096

**What changed in Wealth Management CPAS, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 5 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Hourly rate: $150 an hour (financial planning)

> WM CPAs charges an hourly fee of $ 150 for financial planning.

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: $329,157,318
- Discretionary: $329,157,318
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 336 | $156,592,337 |
| High net worth individuals | 59 | $172,462,759 |
| Charitable organizations | 1 | $102,222 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, LA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- South Jordan, UT

### Websites listed on Form ADV (Item 1.I)
- [account.venmo.com/u/WealthManagementTaxSolutions](https://account.venmo.com/u/WealthManagementTaxSolutions)
- [wealthcpas.com](https://wealthcpas.com)
- Facebook @wealthmanagementcpas
- LinkedIn @wealthcpas
- YouTube @UCe49ii7vr71Jz5A-I4g78-A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $122,736,000 | 7 | June 6, 2022 |
| October 2023 | $139,392,923 | 10 | September 29, 2023 |
| October 2024 | $236,090,563 | 11 | August 30, 2024 |
| October 2025 | $270,877,513 | 11 | February 12, 2025 |
| October 2026 | $329,157,318 | 11 | September 15, 2026 |

Regulatory assets under management: $122,736,000 in the October 2022 data and $329,157,318 in the October 2026 data, up 168%.
Total employees: 7 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 5 to 7.

### June 2026
- Employees performing advisory functions went from 6 to 5.

### March 2026
- Regulatory assets under management went from $270,877,513 to $329,157,318 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management CPAS, LLC (CRD 310096): Form ADV filing data as of October 2026.