$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
10 Employees
6 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2015
- Office Locations
- 6
Office Locations
198 Wilson Avenue Beaver PA
650 South 500 West Suite 128 Salt Lake City UT
-- Cottonwood Heights UT
About PL Wealth Advisors, LLC
PL Wealth Advisors, LLC is a Salt Lake City-based RIA with 6 offices. The firm has been operating for 11 years. Managing $1.4M in total assets under management, with 3 advisory representatives. They custody assets with Betterment.
Team overview
43 AVG AGE
$464.8K AVG AUM / ADVISOR
$232.4K AVG AUM / CLIENT
4.7 yrs AVG TENURE
10 Employees
3 Advisory Reps
10 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PATRICK H DONOHOE
CEO
- CRD
- #6263825
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHAD EUGENE HANSON
Agent
- CRD
- #4351092
Available
Available
Available
J
JASON IVAN HENDERSON
Owner
- CRD
- #5849836
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,394,430 | -- |
| Total | $1,394,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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