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EXPONENT WEALTH LLC, CRD 334968
OREM, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Alec L Ferguson | Chartered Financial Analyst | OREM, UT | 1 | 10 | 3 | no |
| Avereigh Layne Clarke | n/a | OREM, UT | 1 | 12 | 4 | no |
| Dylan Payne | n/a | OREM, UT | Lindon, UT | 1 | 11 | 1 | no |
| LAURA J CALER | n/a | OREM, UT | 0 | 17 | 5 | no |
| Joseph William Adair | Certified Financial Planner | OREM, UT | 0 | 10 | 4 | no |
| Ben Brackett | Certified Financial Planner | OREM, UT | 0 | 12 | 5 | no |
| Nicholas Charles Olsen | n/a | OREM, UT | 0 | 12 | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 26, 2025 | $0 | $0 | 2 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 0 | 4 | 0.0% | 0 | 0 | 0 | 7 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $110M | n/a | n/a | n/a | n/a | 7 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2 | Feb 10, 2026 | Feb 17, 2026 | OREM, UT | Team lift out | RIA to new firm | 2.8% |
| DRIVE WEALTH ADVISERS | 2 | Mar 28, 2025 | Mar 27, 2025 | LEHI, UT | Team lift out | RIA to new firm | 11.1% |