$217.5M Total AUM
$206.7M Disc. AUM
-- 3Y CAGR
5 Employees
406 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorUnison foundation
- Established Date
- 09-01-2024
- Office Locations
- 1
Office Locations
6967 South River Gate Drive Suite 102 Midvale UT
About Presidio Wealth Management
Presidio Wealth Management is an SEC-registered RIA in the Salt Lake City area providing tailored wealth management and financial planning for individuals and families, plus corporate retirement plan design for employers (401(k), SIMPLE and SEP IRAs). Portfolios commonly use ETFs and mutual funds, and the firm publishes ongoing market and economic commentary via newsletters, blogs, and videos.
Team overview
-- AVG AGE
$72.5M AVG AUM / ADVISOR
$535.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Full visibility includes strategy notes for alpha radial signal.
See the complete signal summary connected to catalyst crest.
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Accredited Investors
Signal
Asset Classes
Ridge Crest Ember zenith Alpha Vital Vital summit
Custodian
Horizon Ember signal Beacon Vital Zenith Ember
Investment Themes
North Matrix ridge Foundation summit Fusion Horizon
Investment Vehicles
Legacy delta Zenith
Platform
Foundation Matrix Wave catalyst
Services
Crest focus Prime catalyst Bridge fusion Signal glacier Wave signal Catalyst momentum Value fusion
Technology
Crest eagle Peak catalyst
Owner & Executives
SHANE PARKER CHRISTIANSEN
Chief Executive Officer
- CRD
- #3002444
- Ownership
- 75% or more
(235) 563-2994
north.capital@vertexcapital.com
in linkedin.com/in/frontier-capital
C
CONNIE HALVERSON CHRISTIANSEN
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
(363) 519-4064
pathway.signal@legacycapital.com
in linkedin.com/in/beacon-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
CHAD D ANDERSON
--
- CRD
- #3180213
(201) 952-1064
radial.wave@radialcapital.com
in linkedin.com/in/foundation-element
E
ELIJAH CHRISTENSEN
--
- CRD
- #5466872
(427) 468-6583
crest.momentum@unisoncapital.com
in linkedin.com/in/wave-beacon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,712,877 | $240,364 |
| Non-Discretionary | $10,749,950 | $249,999 |
| Total | $217,462,827 | $240,823 |
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Separately Managed Accounts
Total SMA Asset: $217,462,827
Public Funds:
27.4% Equity - Exchange:
14.7% Cash:
22.0% Corporate - Investment Grade:
18.7% Municipal Bonds:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,582,939,592 | 27.4% |
| Equity - Exchange | $849,241,314 | 14.7% |
| Cash | $1,270,973,395 | 22.0% |
| Corporate - Investment Grade | $1,080,327,386 | 18.7% |
| Municipal Bonds | $993,670,110 | 17.2% |
| Total | $5,777,151,797 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX HORIZON FUSION | EAGLE ATLAS | M7ORY32BB | ZAI | 5.43% | $109,302,500 |
| ATLAS SIGNAL | RADIAL CAPITAL | 7CI8FM1QJ | EDD | 0.91% | $26,083,995 |
| PEAK CATALYST VERTEX | MATRIX VERTEX | CW8O8AKFM | YTVYO | 12.13% | $85,588,020 |
| EMBER FRONTIER | MATRIX LEGACY | X4PFSS2V3 | GBTW | 6.80% | $111,140,456 |
| BRIDGE EAGLE | CAPITAL FRONTIER | TBLRCDQ2T | YBIU | 6.61% | $23,047,819 |
| HARBOR LEGACY EMBER | EAGLE FOUNDATION | CXMSYWRT5 | MZW | 1.74% | $47,903,885 |
| RADIAL QUANTUM SUMMIT | ELEMENT BRIDGE | VX2SL9HE0 | VRF | 12.27% | $33,478,137 |
| FUSION MERIDIAN | MOMENTUM BEACON | ES0MWMHTE | RYEGQ | 3.71% | $81,039,186 |