# Your IA, LLC

> Your IA, LLC is an SEC-registered investment advisory firm in St. George, UT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 338535
- Filed as: YOUR IA, LLC
- Also doing business as: ABACUS PRIVATE WEALTH, BARRETT WEALTH GROUP, STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. George, UT
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338535
- AdvisorCensus page: https://advisorcensus.com/firm/your-ia-llc-st-george-ut-338535

## Quick answers

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

**How much does Your IA, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: up to 1.2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Your IA, LLC located?**
Your IA, LLC's principal office is in St. George, UT, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Your IA, LLC registered with the SEC or a state?**
Your IA, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338535.

**How much does Your IA, LLC manage?**
Your IA, LLC reports $106,633,240 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Your IA, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (10); corporations or other businesses not listed above (2).

**Which custodians does Your IA, LLC use?**
Your IA, 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 Your IA, 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/338535

**Does Your IA, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "There is no minimum account size for billing purposes. The IAR may choose not to assess an advisory fee upon our discretion."

**What changed in Your IA, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in OH, PA.

## 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 17, 2026)

- Asset-based fee: up to 1.2% of assets a year (the maximum the brochure states)

> The IAR Fee is negotiated between the client and the IAR, subject to a maximum annual rate of 1.20%.

> The fee schedule will be outlined as follows: Investment Advisory Fee Schedule Based on Percentage of Assets Under Management

- Account minimum: None

> There is no minimum account size for billing purposes. The IAR may choose not to assess an advisory fee upon our discretion.

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: $106,633,240
- Discretionary: $106,633,240
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 178 | $29,086,299 |
| High net worth individuals | 10 | $74,428,656 |
| Corporations or other businesses not listed above | 2 | $3,118,285 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 19 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, NJ, NV, NY, OH, PA, SC, TN, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Clearwater, FL
- Hurrican, UT
- Irvine, CA
- Mesa, AZ
- Salt Lake City, UT

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

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in OH, PA.

### August 2026
- Added the business name Strong Fortress Financial & Wealth Management.
- Added the business name Barrett Wealth Group.
- Added the business name Abacus Private Wealth.
- Changed its office addresses in Clearwater, FL.
- No longer lists an office in Franklin, TN.
- Registered or notice-filed in KY, NY.

### May 2026
- Added an office in Clearwater, FL.
- Added an office in Franklin, TN.
- Added an office in Hurrican, UT.
- Added an office in Irvine, CA.
- Added an office in Mesa, AZ.
- Added an office in Salt Lake City, UT.
- Registered or notice-filed in NJ, SC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $0 to $106,633,240.
- Employees performing advisory functions went from 3 to 15.
- Registered or notice-filed in MA.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Registered or notice-filed in ID, IN, TN.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your IA, LLC (CRD 338535): Form ADV filing data as of October 2026.