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Exponent Wealth

EST. AUM
$110,365,945

CONTACTS

CLIENT ACCOUNTS
464

Firm Details

Metro area Salt Lake City
CRD Number 334968
Website exponentwealth.com
Client types

Overview

Exponent Wealth, LLC is a privately held financial services firm headquartered in Orem, Utah. The company specializes in providing truly comprehensive wealth management services tailored for an intentionally limited clientele. Emphasizing a boutique, high-touch approach, Exponent Wealth is committed to delivering sophisticated, hands-on investment processes with an unwavering fiduciary commitment. The firm's philosophy centers on first principles, aiming to redefine wealth management by focusing on what truly matters to its clients. This includes delivering boutique multi-family office services designed to benefit those they serve through precision, innovation, and partnership .

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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