Adventure Wealth Advisors
Adventure Wealth Advisors (CRD# 307039) is a financial advisory firm headquartered in Bluff, UT. They manage $8,906,196 in 17 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$523,894
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, UT
Financial Advisors at Adventure Wealth Advisors
1
Daniel Meyers (CRD# 7216680) is an Investment Advisor Representative working at Adventure Wealth Advisors in Bluff, UT and has over 4 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.