CRD: 326517
Three Seasons Wealth
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- Custodian
- Charles Schwab & Company · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2023
- Office Locations
- 3
Office Locations
About Three Seasons Wealth
Three Seasons Wealth is an independent RIA in Salt Lake City providing private wealth management and multi-family office services for HNW/UHNW individuals, legacy families, founders/entrepreneurs and professional athletes. The firm emphasizes risk mitigation and long-term portfolio construction across public markets and select private opportunities, including venture capital and real estate, alongside tax, liquidity/exit and charitable planning. Uses Addepar for client reporting.
Team overview
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CRM
Custodian
Investment Themes
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Technology
Owner & Executives
TORY VAUGHN PARKE
Chief Compliance Officer, President
- CRD
- #6872022
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAYCEE DON CARROLL
Financial Advisor
- CRD
- #7477686
Daniel Kent De Mille
Private Wealth Advisor
- CRD
- #5999133
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,202,679,963 | $1,528,183 |
| Non-Discretionary | $31,161,313 | $338,710 |
| Total | $1,233,841,276 | $1,403,687 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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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