CRD: 305360
Loyal Wealth Management LLC
$38.0M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2019
- Office Locations
- 1
Office Locations
-- American Fork UT
About Loyal Wealth Management LLC
Loyal Wealth Management is a Utah-based, client-first RIA focused on goal-driven financial and retirement planning alongside disciplined active portfolio management. The firm builds ETF- and index-based models for efficiency and seeks to adjust tactically through market volatility, with an emphasis on risk mitigation that can include alternative investments. Led by founder Hylan A. Harper.
Team overview
-- AVG AGE
$38.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HYLAN A HARPER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4810119
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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