CRD: 173534
Narus Financial Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 10-27-2014
- Office Locations
- 3
Office Locations
About Narus Financial Partners, LLC
Narus Financial Partners is a Utah-based wealth advisory firm serving families with investment management and comprehensive planning, including retirement, divorce, and estate/legacy planning guidance. Portfolios emphasize asset allocation, diversification, customization to risk tolerance, and proactive rebalancing with a disciplined, research-driven process. The firm also offers an options-based income strategy and supports clients via Schwab custody and eMoney planning tools.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TRENT ALAN BOWERS
Chief Investment Strategist
- CRD
- #4016539
- Ownership
- 25% but less than 50%
CURTIS TEICHERT LAMB
DIRECTOR
- CRD
- #2774690
- Ownership
- 25% but less than 50%
Beacon focus
Vector matrix ember
- CRD
- #12561
- Ownership
- 21.0%
Showing 2 of 5 owners & executives
Unlock allContacts
Landon Chad Malo
--
- CRD
- #7888369
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,925,549 | $967,896 |
| Non-Discretionary | $14,068,815 | $1,278,983 |
| Total | $558,994,364 | $973,858 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $558,994,364
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,493,826,152 | 27.7% |
| Equity - Exchange | $1,801,219,981 | 33.4% |
| Municipal Bonds | $970,717,355 | 18.0% |
| Cash | $350,536,823 | 6.5% |
| Private Funds | $776,573,884 | 14.4% |
| Total | $5,392,874,195 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR LEGACY EAGLE | MOMENTUM PEAK | 83SB2Z4UW | DJQ | 3.13% | $39,372,332 |
| MOMENTUM EMBER | VALUE ALPHA | U8ZF73WRO | GQWQ | 6.88% | $113,592,825 |
| SUMMIT FOUNDATION | LEGACY MERIDIAN | RO1UPXON0 | ZGIJ | 2.36% | $116,899,486 |
| FRONTIER EAGLE PRIME | SUMMIT VERTEX | G65W05YTZ | KVQ | 7.02% | $49,642,949 |
| TIMBER PRIME | BRIDGE FOCUS | 5QZBY980P | ZYLR | 3.50% | $110,616,946 |
| TIMBER RIDGE VALUE | PEAK EMBER | 89W1ULH6O | KRQRR | 6.83% | $117,515,846 |
| BRIDGE ALPHA VECTOR | BRIDGE EAGLE | 1TO76LWZ9 | GSZAP | 8.81% | $79,929,801 |
| SUMMIT VALUE OPTIMA | FUSION FRONTIER | 2C3TSXMMD | YFS | 2.71% | $41,068,143 |