Patrick H. Donohoe

PL WEALTH ADVISORS

Salt Lake City, UT 84101

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CRD#: 6263825

Professional summary

Patrick H Donohoe, who also goes by Patrick Hanbury Donohoe, is a registered financial advisor currently at PL WEALTH ADVISORS, LLC located in Salt Lake City, Utah.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Hanbury Donohoe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PARADIGM LIFE - INVESTMENT-RELATED - SALT LAKE CITY, UT - INSURANCE AGENCY - CHIEF EXECUTIVE OFFICER - 10/2007 - APPROX 150 HRS/MONTH (APPROX 150 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick H Donohoe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2015 - Present

PL WEALTH ADVISORS, LLC

Office #1: 650 South 500 West Suite 128, Salt Lake City, UT 84101

RIA

CRD#: 170887

Salt Lake City, UT

Past

May 8, 2018 - February 11, 2021

PROSPERITY ECONOMICS PARTNERS, LLC

RIA

CRD#: 148122

SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/9/2025)

IAR

Illinois
(11/16/2021)

IAR

Pennsylvania
(1/3/2022)

IAR

Texas
(4/14/2022)

IAR

Utah
(2/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2014

Uniform Investment Adviser Law Examination

Current Firm

PL WEALTH ADVISORS, LLC

CRD#: 170887 / SEC#:

California

Registered Investment Advisory firm - (6/16/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2025 Approved)

Idaho

Registered Investment Advisory firm - (4/11/2023 Approved)

Illinois

Registered Investment Advisory firm - (11/16/2021 Approved)

North Carolina

Registered Investment Advisory firm - (10/7/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2022 Approved)

Texas

Registered Investment Advisory firm - (4/14/2022 Approved)

Utah

Registered Investment Advisory firm - (2/24/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

650 South 500 West Suite 128, Salt Lake City, UT 84101

Mailing Address

Phone number

(800) 870-8670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick H. Donohoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick H Donohoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

PL WEALTH ADVISORS, LLC

PROSPERITY ECONOMICS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2014

Current Firm

PL WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

PL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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