$106.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
19 Employees
190 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2025
- Office Locations
- 21
Office Locations
1414 E Murray Holladay RD Salt Lake City UT
15615 Alton Pkwy STE 450 Irvine CA
3707 E. Southern Ave. Suite 2049 Mesa AZ
About Your IA, LLC
Your IA, LLC is a St. George-based RIA with 21 offices. The firm has been operating for 0 years. Managing $106.6M in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
53 AVG AGE
$7.1M AVG AUM / ADVISOR
$561.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
19 Employees
15 Advisory Reps
16 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
Available
Owner & Executives
G
GARRETT STEVEN ALLEN
CHIEF OF STAFF
- CRD
- #6607537
- Ownership
- Less than 5%
Available
Available
Available
COLBY JEREMY HAUPT
CHIEF OPERATING OFFICER
- CRD
- #7065640
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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T
TYLER J. BELNAP
--
- CRD
- #6772558
Available
Available
Available
W
WILLIAM CHARLES BILLINGS
--
- CRD
- #2220399
Available
Available
Available
Showing 2 of 25 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,633,240 | $392,034 |
| Non-Discretionary | $0 | -- |
| Total | $106,633,240 | $392,034 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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