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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2020
- Office Locations
- 2
Office Locations
About Wealth Management Cpas, LLC
Wealth Management CPAs, LLC is a Utah-based RIA built to bridge the gap between a client’s CPA and wealth advisor, led by CPA managing partner Rob Beck. The firm provides integrated financial planning, investment management, and tax-focused advice for retail and institutional relationships, with portfolios that lean on ETFs and fixed income. Banking CIO named it a Top 10 Wealth Management Solutions Provider—the only Utah firm recognized.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JOHN BECK
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6224944
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gregory Paul Hawkins
--
- CRD
- #7768313
John Paul Hawkins
President
- CRD
- #7768814
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,157,318 | $328,500 |
| Non-Discretionary | $0 | -- |
| Total | $329,157,318 | $328,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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