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Nuwealth Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 328411
· St. George, UT
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ADV data as of Feb 26, 2026
- Regulatory AUM
- $31.5M
- Discretionary
- $22.0M
- Clients
- 260
- Avg AUM / client
- $121K
- Accounts
- 268
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 245 | $20.0M | 63.5% |
| High net worth individuals | 15 | $11.5M | 36.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kaylan Deven Andersen | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (3y) |
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) | 02/26/2026 | 990 KB | 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
- • Hourly charges
- • Other fees
- • THIRD PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Sei Investments Distribution Co. $18.5M (59% of AUM) Feb 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: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗