Zachary Williams

THREE PHASES WEALTH ADVISORS

Vineyard, UT

CRD#: 8194012

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Professional summary

Zachary Williams, who also goes by Zach Williams, is a registered financial advisor currently at THREE PHASES WEALTH ADVISORS LLC located in Vineyard, Utah.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Zachary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Williams

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Williams'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

February 11, 2026 - Present

THREE PHASES WEALTH ADVISORS LLC

RIA

CRD#: 338143

Vineyard, 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

Nebraska
(5/15/2026)

IAR

Utah
(2/11/2026)

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: 11/13/2025

Uniform Investment Adviser Law Examination

Current Firm

THREE PHASES WEALTH ADVISORS LLC

CENTSEI INVESTMENT ADVISORS LLC | THREE PHASES WEALTH ADVISORS, LLC | THREE PHASES WEALTH ADVISORS LLC

CRD#: 338143 / SEC#:

North Carolina

Registered Investment Advisory firm - (10/14/2025 Approved)

Texas

Registered Investment Advisory firm - (10/29/2025 Conditional Restricted)

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Contact information

Main Address

Indian Trail, NC

Mailing Address

Phone number

(801) 318-5720

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Zachary Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREE PHASES WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2025

Current Firm

THREE PHASES WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

THREE PHASES WEALTH ADVISORS LLC

TRUST BUT VERIFY

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