WW
Wade K. Watkins
SQUIRE WEALTH ADVISORS
Salt Lake City, UT 84111
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CRD#: 7510369
WW
Professional summary
Wade K. Watkins is a registered financial advisor currently at SQUIRE WEALTH ADVISORS located in Salt Lake City, Utah.
Wade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wade has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Squire & Company, PC Orem, Utah 84097 Public Accounting Firm Non-Investment Related July 2018 to present Partner & CPA Devotes 200 hours per month the majority of which are during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Wade K. Watkins'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®
NoneExperience
Current
March 30, 2022 - Present
SQUIRE WEALTH ADVISORS
Office #1: 215 South State Street, #850, Salt Lake City, UT 84111RIA
CRD#: 117750
Salt Lake City, UT
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".
SW
SQUIRE WEALTH ADVISORS
SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD#: 117750 / SEC#: 801-78495
RIA
Registered Investment Advisory firm - (9/5/2013 Approved)Idaho
Registered Investment Advisory firm - (9/11/2013 Terminated)Utah
Registered Investment Advisory firm - (9/11/2013 Terminated)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(3/30/2022)
Current Firm
SW
SQUIRE WEALTH ADVISORS
SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD#: 117750 / SEC#: 801-78495
RIA
Registered Investment Advisory firm - (9/5/2013 Approved)Idaho
Registered Investment Advisory firm - (9/11/2013 Terminated)Utah
Registered Investment Advisory firm - (9/11/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1329 South 800 East, Orem, UT 84097
Mailing Address
Phone number
(801) 226-7722
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,656 |
| AUM (Assets Under Management) | $ 493,941,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SQUIRE WEALTH ADVISORS
CRD#: 117750Salt Lake City, UT 84111TRUST BUT VERIFY
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