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Avereigh Layne Clarke

EXPONENT WEALTH
OREM, UT
·CRD# 6711221·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Avereigh Clarke

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

EXPONENT WEALTH LLC·CRD# 334968
RIA
Orem, UT
March 27, 2025 - Present
DRIVE WEALTH ADVISERS·CRD# 174728
RIA
Lehi, UT
March 8, 2021 - March 28, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Provo, UT
April 8, 2019 - March 8, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Provo, UT
February 6, 2019 - March 8, 2021
EPIQ CAPITAL GROUP, LLC·CRD# 292526
RIA
San Francisco, CA
December 20, 2018 - January 14, 2019
ICONIQ CAPITAL, LLC·CRD# 159198
RIA
San Francisco, CA
November 16, 2017 - May 2, 2018

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Current Firm

EW
EXPONENT WEALTH LLC

CRESCERA WEALTH | EXPONENT WEALTH LLC | EXPONENT WEALTH

CRD#: 334968 / SEC#: 801-137187
RIA
Registered Investment Advisory firm - SEC (9/1/2026 Approved)
Arizona
Registered Investment Advisory firm - Arizona (11/26/2025 Approved)
Utah
Registered Investment Advisory firm - Utah (11/13/2025 Approved)

Contact Information

Main Address

562 Technology Avenue Suite C-15, Orem, UT 84097

Phone Number

(801) 459-1190

# of Employees

7

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXPONENT WEALTH ADV PART 2A AMEND (7/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

464

AUM (Assets Under Management)

$110,365,945

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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.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EXPONENT WEALTH LLC

CRESCERA WEALTH | EXPONENT WEALTH LLC | EXPONENT WEALTH

CRD#: 334968 / SEC#: 801-137187
RIA
Registered Investment Advisory firm - SEC (9/1/2026 Approved)
Arizona
Registered Investment Advisory firm - Arizona (11/26/2025 Approved)
Utah
Registered Investment Advisory firm - Utah (11/13/2025 Approved)

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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2019About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2017About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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