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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2000
- Office Locations
- 2
Office Locations
About Squire Wealth Advisors
Squire Wealth Advisors provides comprehensive wealth management for business owners and retirees/pre-retirees, combining holistic financial planning (retirement, tax, estate/trust, insurance review, education and charitable giving) with evidence-based portfolio construction grounded in academic research. The firm focuses on long-term, goal-aligned investing and states it doesn’t time markets or pick stocks. It participates as a Dave Ramsey SmartVestor Pro and runs ongoing client education webinars.
Team overview
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Owner & Executives
DAVID LEWIS ARCHIBALD
Chief Compliance Officer, Partner
- CRD
- #6428399
- Ownership
- Less than 5%
WAYNE FREDRICK BARBEN
Partner
- CRD
- #4896531
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JULIE CHRISTINE ANDERSON
Chief Executive Officer
- CRD
- #4889183
DWAYNE WHITTLE ASAY
Partner
- CRD
- #4752392
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,816,005 | $377,079 |
| Non-Discretionary | $7,906,644 | $3,953,322 |
| Total | $586,722,649 | $381,732 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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