Dylan Payne

EXPONENT WEALTH LLC

Lindon, UT

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CRD#: 7676421

Professional summary

Dylan Payne is a registered financial advisor currently at EXPONENT WEALTH LLC located in Lindon, Utah.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dylan has worked at 2 firms 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.

1) Name of OBA: PHANTOM DEFENSE; Address: LINDON, UT; Nature: DFENSE SECTOR; Investment-related: NO; Position/Title: PRESIDENT; Duties: DEVELOP AND EXECUTE STRATEGY AND OPERATIONS OF THE COMPANY; Start date: 01/01/24; Approximate number of hours/mo.: 160; Approximate number of hours per month during securities trading hours: 140

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Payne'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

April 29, 2025 - Present

EXPONENT WEALTH LLC

RIA

CRD#: 334968

Lindon, UT

Past

August 29, 2023 - October 14, 2024

DRIVE WEALTH ADVISERS

RIA

CRD#: 174728

LEHI, 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

Utah
(4/29/2025)

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

IAR

Series 65

Date: 8/26/2023

Uniform Investment Adviser Law 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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Dylan Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPONENT WEALTH LLC

DRIVE WEALTH ADVISERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2023

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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