Pl Wealth Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 170887
· Salt Lake City, UT
· plwealthadvisors.com
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $1.4M
- Discretionary
- $0
- Clients
- 6
- Avg AUM / client
- $232K
- Accounts
- 13
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.4M | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick H Donohoe | Registered representative | Feb 2015 (11y) | ||
| Chad Eugene Hanson | Registered representative | Feb 2017 (9y) | ||
| Jason Ivan Henderson | Registered representative | Jun 2021 (5y) | ||
| Thomas Wayne Young | Registered representative | Chartered Financial Consultant | Jan 2022 (5y) | |
| Matthew Valentine | Registered representative | Feb 2023 (4y) | ||
| Bryan Michael Mccloskey | Registered representative | Nov 2024 (2y) | ||
| Jennifer Steed | Registered representative | Aug 2025 (1y) | ||
| Gary Wayne Pinkerton | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITATION FEES
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Mtg, Llc $1.4M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗