Squire Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 117750
- SEC number
- 801-78495
- Firm type
- RIA
- Assets under management
- $586.7M as of Mar 23, 2026
- Website
- www.squireinvestment.com ↗
- Phone
- 801-226-7722
- Address
- 1329 South 800 East, Orem, UT, 84097
Advisors at this firm
12 in our index · page 1 of 1
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Julie Christine AndersonCRD 4889183 · Orem, UTIA Registered
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David Lewis ArchibaldCRD 6428399 · Orem, UTIA Registered
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Dwayne Whittle AsayCRD 4752392 · Orem, UTIA Registered
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Wayne Fredrick BarbenCRD 4896531 · Orem, UTIA Registered
-
David Drew BiglerCRD 6342130 · Orem, UTIA Registered
-
Kadin Gregory BullockCRD 7557904 · Orem, UTIA Registered
-
Camille Crystal FoxCRD 7532952 · Orem, UTIA Registered
-
Gregory Osmond HydeCRD 7069738 · Orem, UTIA Registered
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Matthew Thomas HopkinsCRD 8159484 · Orem, UTIA Registered
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Nathan John LarsenCRD 6276835 · Orem, UTIA Registered
-
Phillip Scott PeineCRD 8214749 · Orem, UTIA Registered
-
Wade K. WatkinsCRD 7510369 · Salt Lake City, UTIA Registered
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 117750 ↗
FINRA BrokerCheck record for firm CRD 117750 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.