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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THREE SEASONS WEALTH

CRD 326517

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:184e5308-d7e8-ed47-0e9e-4e467a9b6e8a

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Apr 14, 2023 to Mar 10, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $176Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 879
Individual clients: 235
High net worth clients: 137
Custody, client assets: $147M
SEC number: 801-127982
CIK: 2044495
CRD: 326517
Filings on the tape: 11
First filed: Apr 14, 2023
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, UT
Website: threeseasonswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TORY VAUGHN PARKE	n/a	SALT LAKE CITY, UT	3	13	1	no
DUSTIN MICHAEL GORDON	n/a	SALT LAKE CITY, UT	3	13	2	no
JAYCEE DON CARROLL	n/a	SALT LAKE CITY, UT	3	15	1	no
Daniel Kent De Mille	n/a	SALT LAKE CITY, UT	2	14	2	no
KYLE D GLOVER	Certified Financial Planner	SALT LAKE CITY, UT	2	28	2	no
THERESA MARIE SOMMERDYKE	n/a	SALT LAKE CITY, UT \| Draper, UT	1	33	5	no
WENDELL DREW HILL	n/a	SALT LAKE CITY, UT \| Kaysville, UT	0	20	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PARKE, TORY, VAUGHN	MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	04/2023	Mar 10, 2026	Mar 10, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.2B	$1.2B	14	7	0	n/a	n/a
2024	Mar 31, 2025	$362M	$340M	7	6	0	n/a	n/a
2023	Mar 29, 2024	$250M	$241M	8	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$362M	241.1%	n/a	n/a	14	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	3	Jul 19, 2023	Jul 10, 2023	HOLLADAY, UT	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← WENDELL DREW HILLAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← THERESA MARIE SOMMERDYKEAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← KYLE D GLOVERAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← Daniel Kent De MilleAdvisorregistration: current employment
Jun 18, 2024 to presentfactForm ADV
← TORY VAUGHN PARKEAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← DUSTIN MICHAEL GORDONAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← JAYCEE DON CARROLLAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV

Controls (1)

← PARKE, TORY, VAUGHNOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 14, 2023 to Jun 3, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser3 advisors, team lift out
Jul 19, 2023 to Jul 10, 2023factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Three Seasons Wealth reported RAUM $1.2B, up 241% from $361.7M (2025-11-14 to 2026-03-10)
Form ADVobserved 4 days ago
$872M
Occurred
Mar 31, 2025
Regulatory AUM changed
Three Seasons Wealth reported RAUM $361.7M, up 45% from $250.0M (2024-06-03 to 2025-03-31)
Form ADVobserved 4 days ago
$112M
Occurred
Jul 19, 2023
Team lift-out
3 advisors left Wells Fargo Advisors (Holladay, UT) for Three Seasons Wealth within 6 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Apr 14, 2023
First Form ADV filing
Three Seasons Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:184e5308-d7e8-ed47-0e9e-4e467a9b6e8a
First observed: Apr 14, 2023
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THREE SEASONS WEALTH

CRD 326517

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:184e5308-d7e8-ed47-0e9e-4e467a9b6e8a

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TORY VAUGHN PARKE

n/a

SALT LAKE CITY, UT

DUSTIN MICHAEL GORDON

n/a

SALT LAKE CITY, UT

JAYCEE DON CARROLL

n/a

SALT LAKE CITY, UT

Daniel Kent De Mille

n/a

SALT LAKE CITY, UT

KYLE D GLOVER

Certified Financial Planner

SALT LAKE CITY, UT

THERESA MARIE SOMMERDYKE

n/a

SALT LAKE CITY, UT | Draper, UT

WENDELL DREW HILL

n/a

SALT LAKE CITY, UT | Kaysville, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARKE, TORY, VAUGHN

MEMBER/CHIEF COMPLIANCE OFFICER

yes

04/2023

Mar 10, 2026

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.2B

n/a

2024

Mar 31, 2025

$362M

$340M

n/a

2023

Mar 29, 2024

$250M

$241M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$362M

241.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Jul 19, 2023

Jul 10, 2023

HOLLADAY, UT

Team lift out

Wirehouse to new firm

0.0%