Verified 4 Nov 2026
Exponent Wealth LLC
SEC-registered investment adviser that describes itself as a multi-family office, based in Orem, Utah. Form ADV reports $110M in regulatory assets for 29 high-net-worth clients.
- Type
- Multi-family office
- Location
- Orem, Utah, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $110M regulatory AUM (Form ADV, filed 2026-07-29)
- Latest fund or filing
- 29 Jul 2026
- Website
- www.exponentwealth.com
Contacts on file
For Exponent Wealth LLC, the paid file holds: 2 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/334968
- reports.adviserinfo.sec.gov/reports/ADV/334968/PDF/334968.pdf
- exponentwealth.com/
Last checked 4 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in the Mountain West (32)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)