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CH

Cade J. Hyde

MOUNTAIN GOAT WEALTH MANAGEMENT LLC
MURRAY, UT
Some features on this profile are disabled
CRD#: 8094497
CH

Professional summary

Cade Jared Hyde, who also goes by Cade Hyde, is a registered financial advisor currently at MOUNTAIN GOAT WEALTH MANAGEMENT LLC located in Murray, Utah.

Cade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cade has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cade Hyde

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.) The Church of Jesus Christ of Latter-day Saints; Inv Related; US Southwest Area Planning Analyst; Salt Lake City, UT; Start Date 08/2025; Approximately 85% of time 2.) Allegis AG; Inv. Related; Sandy, UT; Insurance; Agent; 06/2025; 10 hrs./month all during trading; Insurance sales and service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cade Jared Hyde'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

June 6, 2025 - Present

MOUNTAIN GOAT WEALTH MANAGEMENT LLC

RIA
CRD#: 332464
MURRAY, 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
(6/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2025
Uniform Investment Adviser Law Examination

Current Firm

MG
MOUNTAIN GOAT WEALTH MANAGEMENT LLC
MOUNTAIN GOAT WEALTH MANAGEMENT LLC

CRD#: 332464 / SEC#:

Utah
Registered Investment Advisory firm - (6/4/2025 Approved)
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Contact information

Main Address
Murray, UT
Mailing Address
Phone number
(385) 347-6776
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 1,970,468

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.

Company Information

MOUNTAIN GOAT WEALTH MANAGEMENT LLC

CRD#: 332464Murray, UT

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