Avereigh L. Clarke

EXPONENT WEALTH LLC

OREM, UT

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CRD#: 6711221

Professional summary

Avereigh Layne Clarke, who also goes by Avereigh Clarke, is a registered financial advisor currently at EXPONENT WEALTH LLC located in Orem, Utah.

Avereigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Avereigh has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Avereigh Clarke

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.

Exponent Wealth LLC; Investment Related; 1054 N 440 W, Orem, UT 84057; Entity created to explore the formation of an RIA; Partner; Start Date 12/2024; Business Hours: 0, After Business Hours: 10; Duties include the research and formation of an RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avereigh Layne Clarke's CRS (Customer Relationship Summary).

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

March 27, 2025 - Present

EXPONENT WEALTH LLC

RIA

CRD#: 334968

OREM, UT

Past

March 8, 2021 - March 28, 2025

DRIVE WEALTH ADVISERS

RIA

CRD#: 174728

LEHI, UT

Past

April 8, 2019 - March 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PROVO, UT

Past

February 6, 2019 - March 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PROVO, UT

Past

December 20, 2018 - January 14, 2019

EPIQ CAPITAL GROUP, LLC

RIA

CRD#: 292526

SAN FRANCISCO, CA

Past

November 16, 2017 - May 2, 2018

ICONIQ CAPITAL, LLC

RIA

CRD#: 159198

SAN FRANCISCO, CA

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

Utah
(3/27/2025)

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

Series 63

Date: 4/29/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/16/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/8/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/9/2019

Securities Industry Essentials Examination

Current Firm

EXPONENT WEALTH LLC

CRESCERA WEALTH | EXPONENT WEALTH LLC | EXPONENT WEALTH

CRD#: 334968 / SEC#: 801-132228

RIA

Registered Investment Advisory firm - (7/24/2025 Terminated)

Utah

Registered Investment Advisory firm - (7/23/2025 Conditional Restricted)

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

Provo, UT

Mailing Address

Phone number

(801) 459-1190

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 40,000,000

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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Avereigh L. Clarke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avereigh Layne Clarke's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPONENT WEALTH LLC

DRIVE WEALTH ADVISERS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EPIQ CAPITAL GROUP, LLC

ICONIQ CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/2019

Series 65

Date: 11/16/2017

Series 7TO

Date: 4/8/2019

SIE

Date: 2/9/2019

Current Firm

EXPONENT WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXPONENT WEALTH LLC

TRUST BUT VERIFY

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