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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DENTIST ADVISORS

AQUIRE WEALTH ADVISORS, LLC, CRD 149559

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:efbf57d9-0a2a-1425-7b26-a4f2fe6ea40d

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 9
On other graphs: 0
Observed: Feb 1, 2019 to Jun 29, 2026
49 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=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $504MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $504M
Private client RAUM: $484MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $63.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,798
Individual clients: 585
High net worth clients: 167
Custody, client assets: $118M
SEC number: 801-114782
CIK: 1745945
CRD: 149559
Filings on the tape: 49
First filed: Feb 1, 2019
Latest filed: Jun 29, 2026
Organised: Limited Liability Company, UT

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
REESE J HARPER	Certified Financial Planner\|Chartered Financial Consultant	SALT LAKE CITY, UT	17	21	1	no
WILLIAM WEST GOCHNOUR	n/a	SALT LAKE CITY, UT	8	11	n/a	no
MATTHEW WARREN MULCOCK	Certified Financial Planner	SALT LAKE CITY, UT	8	13	1	no
Jake David Elm	Certified Financial Planner	SALT LAKE CITY, UT	6	11	n/a	no
Taylor Kevin Sutterfield	Certified Financial Planner	SALT LAKE CITY, UT	5	17	n/a	no
Lauren Ashley Kearl	n/a	SALT LAKE CITY, UT	2	10	n/a	no
Rabih Dimachki	Chartered Financial Analyst	SALT LAKE CITY, UT	2	12	n/a	no
Sean M Griffeth	Certified Financial Planner	SALT LAKE CITY, UT	1	11	2	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
AQUIRE HOLDINGS, LLC	Member	E	yes	06/2018	Feb 1, 2019	Nov 19, 2024
COPIER, JUSTIN, PAUL	MANAGING PARTNER	Na	yes	06/2018	Feb 1, 2019	Nov 19, 2024
HARPER, REESE, J	PRESIDENT, SHAREHOLDER	E	yes	02/2009	Feb 1, 2019	Nov 19, 2024
HARPER, REESE, J	CHAIRMAN, FOUNDER	Na	yes	02/2009	Feb 1, 2019	Nov 19, 2024
MULCOCK, MATTHEW, WARREN	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Mar 30, 2023	Nov 19, 2024
RH FINANCIAL, INC.	Member	C	yes	11/2017	Feb 1, 2019	Nov 19, 2024

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; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$504M	$504M	24	9	1	n/a	n/a
2024	Mar 19, 2025	$462M	$462M	21	9	2	n/a	n/a
2023	Mar 22, 2024	$384M	$384M	21	7	1	n/a	n/a
2022	Mar 30, 2023	$314M	$314M	20	8	2	n/a	n/a
2021	Feb 28, 2022	$327M	$327M	20	9	2	n/a	n/a
2020	Mar 31, 2021	$243M	$243M	30	9	4	n/a	n/a
2019	Mar 23, 2020	$191M	$191M	25	9	3	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	1	3

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	$504M	$462M	9.1%	$314M	17.1%	24	21	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LEARNVEST PLANNING SERVICES, LLC	2	Jun 7, 2018	Mar 21, 2025	SCOTTSDALE, AZ	Team lift out	Other	6.9%

Relationships

Registered with (20)

← Sean M GriffethAdvisorregistration: current employment
Mar 21, 2025 to presentfactForm ADV
← Rabih DimachkiAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← Lauren Ashley KearlAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← Taylor Kevin SutterfieldAdvisorregistration: current employment
Sep 9, 2021 to presentfactForm ADV
← Jake David ElmAdvisorregistration: current employment
Nov 18, 2019 to presentfactForm ADV
← MATTHEW WARREN MULCOCKAdvisorregistration: current employment
Sep 4, 2018 to presentfactForm ADV
← WILLIAM WEST GOCHNOURAdvisorregistration: current employment
Mar 1, 2018 to presentfactForm ADV
← REESE J HARPERAdvisorregistration: current employment
May 19, 2009 to presentfactForm ADV
← Jordan Anthony HainesAdvisorregistration: previous registration
Oct 28, 2024 to Jul 8, 2025factForm ADV
← Joseph Powell NaylorAdvisorregistration: previous registration
Oct 21, 2024 to Jan 8, 2025factForm ADV
← Victoria E FergusonAdvisorregistration: previous registration
Jun 2, 2023 to Oct 15, 2024factForm ADV
← Amanda BatemanAdvisorregistration: previous registration
Jul 19, 2021 to Jul 11, 2023factForm ADV
← ABBY NICOLE MORTONAdvisorregistration: previous registration
Sep 13, 2019 to Apr 27, 2023factForm ADV
← Joseph Michael RuggerAdvisorregistration: previous registration
Oct 1, 2020 to Dec 31, 2021factForm ADV
← Cody Jay MurrayAdvisorregistration: previous registration
May 20, 2019 to Jul 29, 2021factForm ADV
← KRISTEN EHRINGERAdvisorregistration: previous registration
Apr 16, 2020 to Jul 15, 2021factForm ADV
← JAMES ANDREW MURPHYAdvisorregistration: previous registration
Aug 31, 2020 to Jan 8, 2021factForm ADV
← ERIC RAY FRANCISAdvisorregistration: previous registration
Jan 9, 2019 to Jan 30, 2019factForm ADV
← CHAD EDWARDS KELLEYAdvisorregistration: previous registration
Sep 10, 2018 to Oct 25, 2018factForm ADV
← NATHAN THAYNE DRIGGSAdvisorregistration: previous registration
Mar 20, 2018 to Jun 19, 2018factForm ADV

Moved with (1)

← LEARNVEST PLANNING SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Jun 7, 2018 to Mar 21, 2025factForm ADV

Controls (5)

← HARPER, REESE, JOwnerPRESIDENT, SHAREHOLDER, ownership code E, individual
Feb 1, 2019 to Nov 19, 2024factForm ADV
← MULCOCK, MATTHEW, WARRENOwnerMANAGING PARTNER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2023 to Nov 19, 2024factForm ADV
← COPIER, JUSTIN, PAULOwnerMANAGING PARTNER, ownership code NA, individual
Feb 1, 2019 to Nov 19, 2024factForm ADV
← AQUIRE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Feb 1, 2019 to Nov 19, 2024factForm ADV
← RH FINANCIAL, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 1, 2019 to Nov 19, 2024factForm ADV

Dated events

Occurred
Jul 8, 2025
Advisor changed firm
Jordan Anthony Haines left Dentist Advisors for Drucker Wealth (registered 2026-01-05)
Form ADVobserved 3 days ago
Occurred
Jan 8, 2025
Advisor changed firm
Joseph Powell Naylor left Dentist Advisors for Lpl Financial Llc (registered 2025-02-12)
Form ADVobserved 3 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Victoria E Ferguson left Dentist Advisors for Northstar Investment Advisory Llc (registered 2025-01-08)
Form ADVobserved 3 days ago
Occurred
Nov 30, 2023
Control person left
Jacob Rich (Chief Compliance Officer) no longer on Schedule A of Dentist Advisors (listed 2023-07-13, absent 2023-11-30)
Form ADVobserved 3 days ago
Occurred
Jul 11, 2023
Advisor changed firm
Amanda Bateman left Dentist Advisors for Vanguard Advisers, Inc. (registered 2023-07-12)
Form ADVobserved 3 days ago
Occurred
Jun 12, 2023
Control person joined
Jacob Rich (Chief Compliance Officer) appeared on Schedule A of Dentist Advisors
Form ADVobserved 3 days ago
Occurred
Apr 27, 2023
Advisor changed firm
Abby Nicole Morton left Dentist Advisors for Forefront (registered 2025-12-03)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2023
Control person joined
Warren Matthew Mulcock (Chief Executive Officer) appeared on Schedule A of Dentist Advisors
Form ADVobserved 3 days ago
Occurred
Feb 1, 2019
First Form ADV filing
Dentist Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efbf57d9-0a2a-1425-7b26-a4f2fe6ea40d
First observed: Feb 1, 2019
Last observed: Jun 29, 2026 2 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.

DENTIST ADVISORS

AQUIRE WEALTH ADVISORS, LLC, CRD 149559

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:efbf57d9-0a2a-1425-7b26-a4f2fe6ea40d

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

REESE J HARPER

Certified Financial Planner|Chartered Financial Consultant

SALT LAKE CITY, UT

WILLIAM WEST GOCHNOUR

n/a

SALT LAKE CITY, UT

n/a

MATTHEW WARREN MULCOCK

Certified Financial Planner

SALT LAKE CITY, UT

Jake David Elm

Certified Financial Planner

SALT LAKE CITY, UT

n/a

Taylor Kevin Sutterfield

Certified Financial Planner

SALT LAKE CITY, UT

n/a

Lauren Ashley Kearl

n/a

SALT LAKE CITY, UT

n/a

Rabih Dimachki

Chartered Financial Analyst

SALT LAKE CITY, UT

n/a

Sean M Griffeth

Certified Financial Planner

SALT LAKE CITY, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AQUIRE HOLDINGS, LLC

Member

yes

06/2018

Feb 1, 2019

Nov 19, 2024

COPIER, JUSTIN, PAUL

MANAGING PARTNER

yes

06/2018

Feb 1, 2019

Nov 19, 2024

HARPER, REESE, J

PRESIDENT, SHAREHOLDER

yes

02/2009

Feb 1, 2019

Nov 19, 2024

HARPER, REESE, J

CHAIRMAN, FOUNDER

yes

02/2009

Feb 1, 2019

Nov 19, 2024

MULCOCK, MATTHEW, WARREN

MANAGING PARTNER/CHIEF COMPLIANCE OFFICER

yes

05/2023

Mar 30, 2023

Nov 19, 2024

RH FINANCIAL, INC.

Member

yes

11/2017

Feb 1, 2019

Nov 19, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$504M

n/a

2024

Mar 19, 2025

$462M

n/a

2023

Mar 22, 2024

$384M

n/a

2022

Mar 30, 2023

$314M

n/a

2021

Feb 28, 2022

$327M

n/a

2020

Mar 31, 2021

$243M

n/a

2019

Mar 23, 2020

$191M

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

$504M

$462M

9.1%

$314M

17.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LEARNVEST PLANNING SERVICES, LLC

Jun 7, 2018

Mar 21, 2025

SCOTTSDALE, AZ

Team lift out

Other

6.9%