Presidio Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,297,895
Clients
379
Advisors
3
of 5 employees
About
Presidio Wealth Management provides investment advisory, wealth management, and financial planning to individuals, households, trusts, estates, foundations, charitable organizations, pension and profit‑sharing plans, and business entities. The firm also delivers retirement plan advisory services to plan sponsors and participants, including guidance on investment options and monitoring of money managers.
Presidio’s investment process is guided by Modern Portfolio Theory and incorporates fundamental and technical analysis to build globally diversified, long‑term portfolios using mutual funds, ETFs, individual equities and fixed income. Advisors tailor strategies to each client’s goals and risk tolerance through an initial risk assessment, offer discretionary management where authorized, and may recommend third‑party asset managers while conducting due diligence and ongoing performance reviews.
Distinctive aspects of the firm include its practice of allocating client assets to third‑party asset managers and private equity advisers without receiving compensation from those managers, and its explicit written acknowledgment of fiduciary status when advising retirement accounts. Presidio also periodically hosts educational seminars or client events sponsored by third‑party providers, a service offering noted in the brochure.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Main office
6967 South River Gate Drive, Suite 102
Midvale UT 84047
Advisors at this office
3
Most active in
Arizona · California · Colorado · Idaho · Texas · Utah
Also doing business as
Presidio Wealth Management · Sun Financial, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Chad A
Series 63, Series 65
Midvale, UT
Presidio Wealth Management
Chad Anderson is a financial advisor at Presidio Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including OneDigital Investment Advisors, Triad Advisors, and Diversified Investors Securities Corp. Presidio Wealth Management provides investment advisory and financial planning services to a wide range of clients including individuals, trusts, foundations, and business entities. The firm’s investment approach combines Modern Portfolio Theory with fundamental and technical analysis to construct diversified portfolios, and it offers discretionary management as well as access to third-party asset managers without receiving compensation from those managers.
Elijah C
Series 66
Midvale, UT
Presidio Wealth Management
Elijah Christensen is a financial advisor at Presidio Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of finance, Elijah owns and operates Exchange Royale, a sports memorabilia resale business. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to a wide range of clients, including individuals, trusts, and retirement plans. The firm follows a Modern Portfolio Theory-based investment process and offers tailored strategies that may include third-party asset managers and private equity advisers without receiving compensation from those managers.
Shane C
Series 63, Series 65
Midvale, UT
Presidio Wealth Management
Shane Christiansen is a financial advisor at Presidio Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and OneDigital Investment Advisors. Christiansen has been associated with Presidio Wealth Management since 2003. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to individuals, households, trusts, estates, foundations, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses Modern Portfolio Theory and a combination of fundamental and technical analysis to build diversified, long-term portfolios, tailoring strategies to clients’ goals and risk tolerance.
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