South Jordan, UT Office

Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, delivering ongoing portfolio management and customized financial plans. The firm may delegate all or part of portfolio management to sub‑advisors and also offers tax and insurance‑related services through affiliated entities, while allowing clients to decline those affiliated services.

Investment programs are tailored to each client’s objectives, time horizon and risk tolerance and employ a mix of analysis methods (including fundamental, technical, charting and cyclical analysis) and strategies ranging from passive indexing to active growth, value, income and contrarian approaches. When using sub‑advisors the firm conducts documented due diligence, retains overall discretionary authority, and performs periodic reviews of accounts and sub‑advisor performance.

Noteworthy for a team advisory firm, WM CPAs is registered to provide CPA and tax services and routes tax work through an affiliated tax firm, and its advisers are licensed to offer insurance products—arrangements that create separate compensation sources and require disclosed conflict‑of‑interest procedures. The firm also requires use of a designated custodian and describes formal processes for selecting, monitoring and replacing sub‑advisors, along with disclosure practices intended to mitigate conflicts tied to affiliated businesses and referral arrangements.