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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

YOUR IA, LLC

CRD 338535

ST. GEORGE, 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:9d2c462e-c916-3fc1-08b3-560e0e42883c

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 5
On other graphs: 0
Observed: Nov 21, 2025 to Aug 11, 2026
6 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $104MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 28
RAUM per advisor: $3.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 15
Offices: 19Schedule D 1.F, beyond the principal office
Accounts: 272
Individual clients: 178
High net worth clients: 10
SEC number: 801-134511
CRD: 338535
Filings on the tape: 6
First filed: Nov 21, 2025
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, UT
Website: youria.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 27

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Casey Scott Hales	n/a	ST. GEORGE, UT \| St. George, UT	21	n/a	no
Christopher Lee Felton	n/a	Palm Beach Gardens, FL \| ST. GEORGE, UT	27	4	yes
COLBY JEREMY HAUPT	n/a	ST. GEORGE, UT	12	2	no
JASON LEWIS WISEMAN	n/a	ST. GEORGE, UT \| MESA, AZ	21	4	no
CHAD MICHAEL TACIA	n/a	ST. GEORGE, UT \| Floresville, TX	18	2	no
VICTORIA SABLAN COLEMAN	n/a	ST. GEORGE, UT \| Clearwater, FL	43	2	no
GARRETT STEVEN ALLEN	n/a	Kaysville, UT \| ST. GEORGE, UT	10	1	no
George Gadzik	n/a	ST. GEORGE, UT \| Fruita, CO	13	2	no
JEFFREY M GAPINSKI	n/a	Kaysville, UT \| ST. GEORGE, UT	22	5	no
Kyle Circuit Schilling	n/a	ST. GEORGE, UT \| Highland, UT	10	n/a	no
Karen F Ricketts	n/a	Evansville, IN \| ST. GEORGE, UT	19	4	no
Gary R Fielding	n/a	St. George, UT \| ST. GEORGE, UT	32	1	yes
LAM THANH GIANG	n/a	ST. GEORGE, UT \| Irvine, CA	13	1	yes
WILLIAM CHARLES RICHARDS	n/a	ST. GEORGE, UT \| Salt Lake City, UT	46	4	yes
Dennis Charles Koenning	n/a	ST. GEORGE, UT \| Cummings, GA	39	3	yes
Kory David Hernandez	n/a	ST. GEORGE, UT \| Vineyard, UT	10	n/a	no
ALAN CHOI	n/a	Dedham, MA \| ST. GEORGE, UT	16	1	no
WILLIAM CHARLES BILLINGS	n/a	ST. GEORGE, UT \| Hurricane, UT	38	2	yes
Kenneth Der	n/a	Wellesley, MA \| ST. GEORGE, UT	49	8	no
DERRICK CHOI	n/a	Westwood, MA \| ST. GEORGE, UT	13	1	no
JASON ROBERT DER	n/a	ST. GEORGE, UT \| Wellesley, MA	17	n/a	no
RICHARD PAUL SCHWAB	n/a	ST. GEORGE, UT \| Tempe, AZ	22	2	no
TYLER J. BELNAP	n/a	Santaquin, UT \| ST. GEORGE, UT	10	n/a	no
JOSHUA Curtis EKOLA	n/a	Centerville, OH \| ST. GEORGE, UT	15	3	no
CHARLES SWOPE	n/a	ST. GEORGE, UT \| York, PA	12	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
ALLEN, GARRETT, STEVEN	CHIEF OF STAFF	Na	yes	01/2026	Aug 11, 2026	Aug 11, 2026
ASSOCIATE OWNERS GROUP, INC.	MEMBER, OWNER	E	yes	08/2025	Aug 11, 2026	Aug 11, 2026
HAUPT, COLBY, JEREMY	CHIEF OPERATING OFFICER	Na	yes	10/2025	Aug 11, 2026	Aug 11, 2026
SUTTON, BRYCE, JAY	President	Na	yes	01/2026	Aug 11, 2026	Aug 11, 2026
Triggs, Travis, Martin	CHIEF COMPLIANCE OFFICER	Na	no	03/2026	Aug 11, 2026	Aug 11, 2026

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; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$107M	$107M	19	15	6	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
20	1	19	3.6%	2	0	0	20	1

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	$107M	n/a	n/a	n/a	n/a	19	n/a	19	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRANSAMERICA FINANCIAL ADVISORS, LLC	2	Mar 24, 2026	May 1, 2026	BRAINTREE, MA	Team lift out	Ibd to RIA	0.2%

Relationships

Registered with (29)

← SARAH N THAYERAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Gavin Michael DayAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← CHARLES SWOPEAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← JOSHUA Curtis EKOLAAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← TYLER J. BELNAPAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← RICHARD PAUL SCHWABAdvisorregistration: current employment
Jun 4, 2026 to presentfactForm ADV
← JASON ROBERT DERAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← Kenneth DerAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← DERRICK CHOIAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← WILLIAM CHARLES BILLINGSAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← ALAN CHOIAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Kory David HernandezAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Dennis Charles KoenningAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← BRYCE JAY SUTTONAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← WILLIAM CHARLES RICHARDSAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Gary R FieldingAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← LAM THANH GIANGAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Karen F RickettsAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← Kyle Circuit SchillingAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← JEFFREY M GAPINSKIAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← George GadzikAdvisorregistration: current employment
Jan 24, 2026 to presentfactForm ADV
← GARRETT STEVEN ALLENAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← VICTORIA SABLAN COLEMANAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← CHAD MICHAEL TACIAAdvisorregistration: current employment
Dec 11, 2025 to presentfactForm ADV
← JASON LEWIS WISEMANAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Christopher Lee FeltonAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← COLBY JEREMY HAUPTAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← Casey Scott HalesAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← PHILIP J RESCHAdvisorregistration: previous registration
Feb 20, 2026 to Apr 6, 2026factForm ADV

Owns (1)

← Triggs, Travis, MartinOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV

Controls (4)

← ALLEN, GARRETT, STEVENOwnerCHIEF OF STAFF, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV
← HAUPT, COLBY, JEREMYOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV
← ASSOCIATE OWNERS GROUP, INC.OwnerMEMBER, OWNER, ownership code E, domestic entity
Aug 11, 2026 to presentfactForm ADV
← SUTTON, BRYCE, JAYOwnerPRESIDENT, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV

Moved with (1)

← TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviser2 advisors, team lift out
Mar 24, 2026 to May 1, 2026factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 6, 2026
Advisor changed firm
Philip J Resch left Your Ia, Llc for Brookstone Wealth Advisors, Llc (registered 2026-04-13)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2026
Team lift-out
2 advisors left Transamerica Financial Advisors, LLC (Braintree, MA) for Your IA, LLC within 2 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 20, 2026
Advisor headcount changed
Your Ia, Llc reported 16 state-registered advisory representatives, up from 3 (2026-02-20 to 2026-03-20)
Form ADVobserved 6 days ago
13 IARS

Show 2 bookkeeping events

Occurred
Jul 30, 2026
Your Ia, Llc reported 19 offices beyond its principal office, up from 6 (2026-04-22 to 2026-07-30)
Occurred
Apr 22, 2026
Your Ia, Llc reported 6 offices beyond its principal office, up from 0 (2026-03-20 to 2026-04-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d2c462e-c916-3fc1-08b3-560e0e42883c
First observed: Nov 21, 2025
Last observed: Aug 11, 2026 41 days 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.

YOUR IA, LLC

CRD 338535

ST. GEORGE, 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:9d2c462e-c916-3fc1-08b3-560e0e42883c

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Casey Scott Hales

n/a

ST. GEORGE, UT | St. George, UT

n/a

Christopher Lee Felton

n/a

Palm Beach Gardens, FL | ST. GEORGE, UT

yes

COLBY JEREMY HAUPT

n/a

ST. GEORGE, UT

JASON LEWIS WISEMAN

n/a

ST. GEORGE, UT | MESA, AZ

CHAD MICHAEL TACIA

n/a

ST. GEORGE, UT | Floresville, TX

VICTORIA SABLAN COLEMAN

n/a

ST. GEORGE, UT | Clearwater, FL

GARRETT STEVEN ALLEN

n/a

Kaysville, UT | ST. GEORGE, UT

George Gadzik

n/a

ST. GEORGE, UT | Fruita, CO

JEFFREY M GAPINSKI

n/a

Kaysville, UT | ST. GEORGE, UT

Kyle Circuit Schilling

n/a

ST. GEORGE, UT | Highland, UT

n/a

Karen F Ricketts

n/a

Evansville, IN | ST. GEORGE, UT

Gary R Fielding

n/a

St. George, UT | ST. GEORGE, UT

yes

LAM THANH GIANG

n/a

ST. GEORGE, UT | Irvine, CA

yes

WILLIAM CHARLES RICHARDS

n/a

ST. GEORGE, UT | Salt Lake City, UT

yes

Dennis Charles Koenning

n/a

ST. GEORGE, UT | Cummings, GA

yes

Kory David Hernandez

n/a

ST. GEORGE, UT | Vineyard, UT

n/a

ALAN CHOI

n/a

Dedham, MA | ST. GEORGE, UT

WILLIAM CHARLES BILLINGS

n/a

ST. GEORGE, UT | Hurricane, UT

yes

Kenneth Der

n/a

Wellesley, MA | ST. GEORGE, UT

DERRICK CHOI

n/a

Westwood, MA | ST. GEORGE, UT

JASON ROBERT DER

n/a

ST. GEORGE, UT | Wellesley, MA

n/a

RICHARD PAUL SCHWAB

n/a

ST. GEORGE, UT | Tempe, AZ

TYLER J. BELNAP

n/a

Santaquin, UT | ST. GEORGE, UT

n/a

JOSHUA Curtis EKOLA

n/a

Centerville, OH | ST. GEORGE, UT

CHARLES SWOPE

n/a

ST. GEORGE, UT | York, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, GARRETT, STEVEN

CHIEF OF STAFF

yes

01/2026

Aug 11, 2026

ASSOCIATE OWNERS GROUP, INC.

MEMBER, OWNER

yes

08/2025

Aug 11, 2026

HAUPT, COLBY, JEREMY

CHIEF OPERATING OFFICER

yes

10/2025

Aug 11, 2026

SUTTON, BRYCE, JAY

President

yes

01/2026

Aug 11, 2026

Triggs, Travis, Martin

CHIEF COMPLIANCE OFFICER

03/2026

Aug 11, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRANSAMERICA FINANCIAL ADVISORS, LLC

Mar 24, 2026

May 1, 2026

BRAINTREE, MA

Team lift out

Ibd to RIA

0.2%