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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC, CRD 117750

OREM, 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:bbd4aa9a-4723-433b-4222-e6b78fa3fb01

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Mar 14, 2012 to Mar 23, 2026
26 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=0.73 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $587MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $579M
Private client RAUM: $429MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $48.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 13
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,537
Individual clients: 342
High net worth clients: 197
Custody, client assets: $93.2M
SEC number: 801-78495
CRD: 117750
Filings on the tape: 26
First filed: Mar 14, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, UT
Website: squireinvestment.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
JULIE CHRISTINE ANDERSON	Personal Financial Specialist	OREM, UT	21	21	n/a	no
WAYNE FREDRICK BARBEN	Personal Financial Specialist	OREM, UT	21	29	n/a	no
NATHAN JOHN LARSEN	Personal Financial Specialist	OREM, UT	12	18	n/a	no
DAVID DREW BIGLER	Personal Financial Specialist	OREM, UT	12	36	n/a	no
DAVID LEWIS ARCHIBALD	n/a	OREM, UT	11	20	n/a	no
DWAYNE WHITTLE ASAY	n/a	OREM, UT	7	29	n/a	no
GREGORY OSMOND HYDE	Certified Financial Planner\|Personal Financial Specialist	OREM, UT	7	25	n/a	no
Wade K. Watkins	n/a	Salt Lake City, UT \| OREM, UT	4	28	n/a	no
Camille Crystal Fox	Certified Financial Planner	OREM, UT	4	11	n/a	no
Kadin Gregory Bullock	Certified Financial Planner	OREM, UT	4	10	n/a	no
Matthew Thomas Hopkins	n/a	OREM, UT	1	11	n/a	no
Phillip Scott Peine	Personal Financial Specialist	OREM, UT	0	30	n/a	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
BARBEN, WAYNE, FREDRICK	MANAGING MEMBER	Na	yes	02/2019	Mar 22, 2019	Oct 8, 2024
SQUIRE & COMPANY, P.C.	Member	E	yes	03/2007	Mar 14, 2012	Oct 8, 2024
ANDERSON, JULIE, CHRISTINE	CHIEF COMPLIANCE OFFICER	Na	no	06/2008	Mar 14, 2012	Oct 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SQUIRE & COMPANY, P.C.	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
SALT LAKE CITY	Ut	United States	2	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 23, 2026	$587M	$579M	15	13	2	n/a	n/a
2024	Mar 21, 2025	$494M	$488M	12	12	1	n/a	n/a
2023	Mar 26, 2024	$377M	$372M	12	12	1	n/a	n/a
2022	Mar 30, 2023	$317M	$313M	13	13	1	n/a	n/a
2021	Mar 29, 2022	$307M	$303M	11	11	1	n/a	n/a
2020	Mar 22, 2021	$247M	$243M	11	11	1	n/a	n/a
2019	Mar 27, 2020	$204M	$201M	11	11	1	n/a	n/a
2018	Mar 22, 2019	$154M	$151M	10	7	0	n/a	n/a
2017	Mar 22, 2018	$175M	$173M	8	6	0	n/a	n/a
2016	Mar 29, 2017	$139M	$138M	9	6	n/a	n/a	n/a
2015	Mar 25, 2016	$111M	$110M	9	7	n/a	n/a	n/a
2014	Mar 31, 2015	$123M	$122M	9	7	n/a	n/a	n/a
2013	Mar 26, 2014	$121M	$120M	10	5	n/a	n/a	n/a
2011	Mar 14, 2012	$47.2M	$46.5M	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	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	$587M	$494M	18.8%	$317M	22.8%	15	12	2	1

Relationships

Registered with (14)

← Phillip Scott PeineAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← Matthew Thomas HopkinsAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← Kadin Gregory BullockAdvisorregistration: current employment
Sep 12, 2022 to presentfactForm ADV
← Camille Crystal FoxAdvisorregistration: current employment
Jun 6, 2022 to presentfactForm ADV
← Wade K. WatkinsAdvisorregistration: current employment
Mar 30, 2022 to presentfactForm ADV
← GREGORY OSMOND HYDEAdvisorregistration: current employment
Mar 12, 2019 to presentfactForm ADV
← DWAYNE WHITTLE ASAYAdvisorregistration: current employment
Dec 19, 2018 to presentfactForm ADV
← DAVID LEWIS ARCHIBALDAdvisorregistration: current employment
Jan 6, 2015 to presentfactForm ADV
← DAVID DREW BIGLERAdvisorregistration: current employment
Jul 18, 2014 to presentfactForm ADV
← NATHAN JOHN LARSENAdvisorregistration: current employment
Jan 3, 2014 to presentfactForm ADV
← WAYNE FREDRICK BARBENAdvisorregistration: current employment
Feb 1, 2005 to presentfactForm ADV
← JULIE CHRISTINE ANDERSONAdvisorregistration: current employment
Jan 6, 2005 to presentfactForm ADV
← CLAYTON SCOTT JOHNSONAdvisorregistration: previous registration
Jan 28, 2020 to Apr 23, 2025factForm ADV
← LINCOLN DANIEL FLEMINGAdvisorregistration: previous registration
Feb 13, 2020 to Jan 16, 2021factForm ADV

Owns (1)

← ANDERSON, JULIE, CHRISTINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 14, 2012 to Oct 8, 2024factForm ADV

Controls (2)

← BARBEN, WAYNE, FREDRICKOwnerMANAGING MEMBER, ownership code NA, individual
Mar 22, 2019 to Oct 8, 2024factForm ADV
← SQUIRE & COMPANY, P.C.OwnerMEMBER, ownership code E, domestic entity
Mar 14, 2012 to Oct 8, 2024factForm ADV

Dated events

Occurred
Apr 23, 2025
Advisor changed firm
Clayton Scott Johnson left Squire Wealth Advisors for Aerodigm Wealth Llc (registered 2025-04-29)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2025
Regulatory AUM changed
Squire Wealth Advisors reported RAUM $493.9M, up 31% from $377.2M (2024-10-08 to 2025-03-21)
Form ADVobserved 4 days ago
$117M
Occurred
Mar 22, 2019
Control person left
Alden Timothy Christensen (Managing Member) no longer on Schedule A of Squire Wealth Advisors (listed 2018-04-06, absent 2019-03-22)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2019
Control person joined
Fredrick Wayne Barben (Managing Member) appeared on Schedule A of Squire Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Aug 21, 2013
First Form ADV filing
Squire Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbd4aa9a-4723-433b-4222-e6b78fa3fb01
First observed: Mar 14, 2012
Last observed: Mar 23, 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.

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC, CRD 117750

OREM, 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:bbd4aa9a-4723-433b-4222-e6b78fa3fb01

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JULIE CHRISTINE ANDERSON

Personal Financial Specialist

OREM, UT

n/a

WAYNE FREDRICK BARBEN

Personal Financial Specialist

OREM, UT

n/a

NATHAN JOHN LARSEN

Personal Financial Specialist

OREM, UT

n/a

DAVID DREW BIGLER

Personal Financial Specialist

OREM, UT

n/a

DAVID LEWIS ARCHIBALD

n/a

OREM, UT

n/a

DWAYNE WHITTLE ASAY

n/a

OREM, UT

n/a

GREGORY OSMOND HYDE

Certified Financial Planner|Personal Financial Specialist

OREM, UT

n/a

Wade K. Watkins

n/a

Salt Lake City, UT | OREM, UT

n/a

Camille Crystal Fox

Certified Financial Planner

OREM, UT

n/a

Kadin Gregory Bullock

Certified Financial Planner

OREM, UT

n/a

Matthew Thomas Hopkins

n/a

OREM, UT

n/a

Phillip Scott Peine

Personal Financial Specialist

OREM, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARBEN, WAYNE, FREDRICK

MANAGING MEMBER

yes

02/2019

Mar 22, 2019

Oct 8, 2024

SQUIRE & COMPANY, P.C.

Member

yes

03/2007

Mar 14, 2012

Oct 8, 2024

ANDERSON, JULIE, CHRISTINE

CHIEF COMPLIANCE OFFICER

06/2008

Mar 14, 2012

Oct 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SQUIRE & COMPANY, P.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SALT LAKE CITY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$587M

$579M

n/a

2024

Mar 21, 2025

$494M

$488M

n/a

2023

Mar 26, 2024

$377M

$372M

n/a

2022

Mar 30, 2023

$317M

$313M

n/a

2021

Mar 29, 2022

$307M

$303M

n/a

2020

Mar 22, 2021

$247M

$243M

n/a

2019

Mar 27, 2020

$204M

$201M

n/a

2018

Mar 22, 2019

$154M

$151M

n/a

2017

Mar 22, 2018

$175M

$173M

n/a

2016

Mar 29, 2017

$139M

$138M

n/a

2015

Mar 25, 2016

$111M

$110M

n/a

2014

Mar 31, 2015

$123M

$122M

n/a

2013

Mar 26, 2014

$121M

$120M

n/a

2011

Mar 14, 2012

$47.2M

$46.5M

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

$587M

$494M

18.8%

$317M

22.8%