Three Seasons Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,225,884,232
Clients
372
Advisors
7
of 14 employees
About
Three Seasons Wealth provides investment and wealth management, financial planning and consulting, family office services, and fiduciary support to individuals, high‑net‑worth clients, foundations, and corporate entities. The firm delivers both discretionary portfolio management and non‑discretionary recommendations and may incorporate third‑party independent managers and separately managed account programs into client portfolios.
The firm constructs customized, risk‑adjusted, tax‑aware asset allocations that combine active and passive strategies, quantitative and qualitative security selection, and mathematically driven trading models where appropriate. For eligible accounts it discloses the use of options and other derivative instruments for hedging or income generation and identifies the potential for leverage or borrowing in certain separately managed account strategies.
What is noteworthy about Three Seasons is that its materials include hypothetical performance and that it sponsors a wrap‑fee program while also recommending third‑party wrap programs when appropriate. The brochure discloses an affiliation with an in‑house accounting and bookkeeping practice (Vault Accounting) and ownership interests in related non‑investment businesses, arrangements the firm identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.75% annually (maximum annual fee for Investment and Wealth Management Services) $0+: Up to 2.0% annually for wrap fee programs offered through Wells Fargo $0+: Up to 2.0% annually for wrap fee programs offered through Charles Schwab
Account minimum: $250,000 Fee-only: Financial planning and consulting fees generally do not exceed $20,000 annually, billed in advance at a fixed rate or asset-based basis. No minimum fee required.
Main office
111 East Broadway, Ste 1250
Salt Lake City UT 84111
Advisors at this office
7
Most active in
Arizona · California · Colorado · Idaho · Illinois · Nevada · Texas · Utah · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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Advisors at this firm
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