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
Po Box 488, Bluff, UT 84512
https://www.linkedin.com/company/64880183
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Adventure Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Meyers, financial advisor Bluff UT
Daniel S. Meyers
CRD#: 7216680
Bluff, UT

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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