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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH MANAGEMENT CPAS, LLC

CRD 310096

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:fd912e33-6c4b-e2ad-4c3c-aa4e277e2bed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 14, 2022 to Sep 15, 2026
16 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $329MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $329M
Private client RAUM: $329MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $54.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,002
Individual clients: 336
High net worth clients: 59
SEC number: 801-123458
CRD: 310096
Filings on the tape: 16
First filed: Feb 14, 2022
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, UT
Website: wealthcpas.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
ROBERT JOHN BECK	n/a	SALT LAKE CITY, UT	5	16	2	no
TAMRA LEE WILLIAMS	n/a	SALT LAKE CITY, UT	4	20	n/a	no
Gregory Paul Hawkins	n/a	South Jordan, UT \| SALT LAKE CITY, UT	3	24	n/a	no
John Paul Hawkins	n/a	SALT LAKE CITY, UT \| South Jordan, UT	3	20	n/a	no
Kyle Moriyama	n/a	SALT LAKE CITY, UT	3	11	n/a	no
PRESTON A LEE	n/a	SALT LAKE CITY, UT	2	18	5	no
Jeffrey Sanchez	n/a	SALT LAKE CITY, UT	0	11	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
BECK, ROBERT, JOHN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	08/2014	Feb 14, 2022	Aug 30, 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
GREGORY P. HAWKINS	n/a	n/a	n/a	N	no	n/a
JOHN HAWKINS	n/a	n/a	n/a	N	no	n/a
WEALTH MANAGEMENT INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
WEALTH MANAGEMENT TAX SOLUTIONS, LLC	n/a	n/a	n/a	N	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
SOUTH JORDAN	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	Feb 24, 2026	$329M	$329M	11	6	1	n/a	n/a
2024	Feb 12, 2025	$271M	$271M	11	6	1	n/a	n/a
2023	Feb 16, 2024	$157M	$157M	11	6	1	n/a	n/a
2022	Feb 14, 2023	$114M	$114M	7	2	0	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	2	-1	33.3%	1	1	0	2	2

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	$329M	$271M	21.5%	$114M	42.2%	11	11	1	1

Relationships

Registered with (8)

← PRESTON A LEEAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← Kyle MoriyamaAdvisorregistration: current employment
Sep 15, 2023 to presentfactForm ADV
← Gregory Paul HawkinsAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV
← John Paul HawkinsAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV
← TAMRA LEE WILLIAMSAdvisorregistration: current employment
May 18, 2022 to presentfactForm ADV
← ROBERT JOHN BECKAdvisorregistration: current employment
Sep 21, 2020 to presentfactForm ADV
← Bradley G. SofoniaAdvisorregistration: previous registration
Jul 6, 2026 to Jul 16, 2026factForm ADV
← Melody Anne ReamAdvisorregistration: previous registration
Feb 12, 2025 to May 6, 2026factForm ADV

Controls (1)

← BECK, ROBERT, JOHNOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 14, 2022 to Aug 30, 2024factForm ADV

Dated events

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

Occurred
Jul 16, 2026
Advisor changed firm
Bradley G. Sofonia left Wealth Management Cpas, Llc for Planmember Securities Corporation (registered 2026-08-06)
Form ADVobserved 4 days ago
Occurred
May 6, 2026
Advisor changed firm
Melody Anne Ream left Wealth Management Cpas, Llc for D.A. Davidson & Co. (registered 2026-05-04)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2022
First Form ADV filing
Wealth Management Cpas, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Jeffrey Sanchez registered as an investment adviser representative at Wealth Management Cpas, Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd912e33-6c4b-e2ad-4c3c-aa4e277e2bed
First observed: Feb 14, 2022
Last observed: Sep 15, 2026 4 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.

WEALTH MANAGEMENT CPAS, LLC

CRD 310096

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:fd912e33-6c4b-e2ad-4c3c-aa4e277e2bed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT JOHN BECK

n/a

SALT LAKE CITY, UT

TAMRA LEE WILLIAMS

n/a

SALT LAKE CITY, UT

n/a

Gregory Paul Hawkins

n/a

South Jordan, UT | SALT LAKE CITY, UT

n/a

John Paul Hawkins

n/a

SALT LAKE CITY, UT | South Jordan, UT

n/a

Kyle Moriyama

n/a

SALT LAKE CITY, UT

n/a

PRESTON A LEE

n/a

SALT LAKE CITY, UT

Jeffrey Sanchez

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECK, ROBERT, JOHN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

08/2014

Feb 14, 2022

Aug 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREGORY P. HAWKINS

n/a

JOHN HAWKINS

n/a

WEALTH MANAGEMENT INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

WEALTH MANAGEMENT TAX SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SOUTH JORDAN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$329M

n/a

2024

Feb 12, 2025

$271M

n/a

2023

Feb 16, 2024

$157M

n/a

2022

Feb 14, 2023

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$329M

$271M

21.5%

$114M

42.2%