SourcingSourcing

WEALTH MANAGEMENT CPAS, LLC

C22
CRD 310096·SEC 801-123458·SALT LAKE CITY, UT
AUM
$329.2M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$987K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH MANAGEMENT CPAS, LLC
CRD
310096
SEC file #
801-123458
EIN
821306760
DBA names
—

Economics

AUM
$329.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$122.7M → $329.2M▲ +168%
Client mix
Individuals Other336
Individuals High Net Worth59
Charitable Organizations1

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
2 advisors → 6 advisors▲ +200%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
wealthcpas.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BECK, ROBERT, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BECK, ROBERT, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHCPAS.COM
Rdap Domain Creation Date
2018-02-08T21:30:20Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
1,858,325
Form 5500 Compensation Trajectory 3y
20251,858,325
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
1,858,325
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001761755
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003153

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Business
TRAVERSE RIDGE CENTER II3450 TRIUMPH BLVDLEHI, UT 84043
Edgar EIN
821306760
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003153
13F-HR2026-02-11 · 0001580642-26-000991
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T21:30:20Z
Rdap Domain Last Changed
2026-04-23T19:51:30Z
Rdap Nameservers
Ns1.advisorstech.netNs2.advisorstech.netNs3.advisorstech.netNs4.advisorstech.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
6224944
Trust Company Affiliate
No

People (6)

6
BECK, ROBERT, JOHN
IAR · Direct Owner · 87.5%
6224944
John Paul Hawkins
IAR
7768814
Gregory Paul Hawkins
IAR
7768313
Kyle Moriyama
IAR
7810511
TAMRA LEE WILLIAMS
IAR
6236737
PRESTON A LEE
IAR
5409842