Squire Wealth Advisors
Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $246,549,651 in 903 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management247MILLION
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Total Number of Accounts903ACCOUNTS
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Average Account Value$273,034
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

ID, UT
Julie Anderson (CRD# 4889183) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.
David Archibald (CRD# 6428399) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 6 years of experience in the finance industry.
Dwayne Asay (CRD# 4752392) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 2 years of experience in the finance industry.
Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.
David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 6 years of experience in the finance industry.
Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 21 years of experience in the finance industry.
Gregory Hyde (CRD# 7069738) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 19 years of experience in the finance industry. Gregory Hyde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clayton Johnson (CRD# 6665357) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 4 years of experience in the finance industry. Clayton Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry.
Mckay Lindsey (CRD# 7166331) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.