Wealth Management Cpas, LLC

CRD 310096 · Salt Lake City, UT · $329.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 310096
SEC number: 801-123458
Firm type: RIA
Assets under management: $329.2M as of May 6, 2026
Website: wealthcpas.com ↗
Phone: 801-272-4357
Address: 7084 South 2300 East, Salt Lake City, UT, 84121

Advisors at this firm

6 in our index · page 1 of 1

Robert John BeckCRD 6224944 · Salt Lake City, UT

IA Registered
Gregory Paul HawkinsCRD 7768313 · South Jordan, UT

IA Registered
John Paul HawkinsCRD 7768814 · South Jordan, UT

IA Registered
Preston A LeeCRD 5409842 · Salt Lake City, UT

IA RegisteredRegistration inactive
Kyle MoriyamaCRD 7810511 · Salt Lake City, UT

IA Registered
Tamra Lee WilliamsCRD 6236737 · Salt Lake City, UT

IA Registered

Source & corrections

Where this page comes from

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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.

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