$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
2 Employees
113 ADV. Clients
9 yrs Firm Age
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2016
- Office Locations
- 1
Office Locations
450 S 400 E STE 261 Bountiful UT
About Wealth Mode
Wealth Mode is a fee-only fiduciary planning firm led by CFP Justin Chidester. The team focuses on young professionals (often dual-income, ages ~27–35) with high student loan balances, delivering one-time and ongoing financial planning that integrates investment and tax planning. Clients are served across 30+ states, with optional low-cost investment management and tax return prep as add-ons.
Team overview
33 AVG AGE
$12.5M AVG AUM / ADVISOR
$110.5K AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Justin Richard Chidester
Chief Compliance Officer, Owner
- CRD
- #6658507
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,486,401 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,486,401 | -- |
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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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