Presidio Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333404
- SEC number
- 801-131464
- Firm type
- RIA
- Assets under management
- $217.5M as of Mar 30, 2026
- Website
- www.facebook.com/presidiowealthmanagement ↗
- Phone
- 801-290-3201
- Address
- 6967 South River Gate Drive, Midvale, UT, 84047
Advisors at this firm
3 in our index · page 1 of 1
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Chad D AndersonCRD 3180213 · Midvale, UTIA RegisteredRegistration inactive
-
Elijah ChristensenCRD 5466872 · Midvale, UTIA RegisteredRegistration inactive
-
Shane Parker ChristiansenCRD 3002444 · Midvale, UTIA RegisteredRegistration inactive
1–3 of 3
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 333404 ↗
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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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