SourcingSourcing

MED VENTURE MANAGEMENT, LLC

C42
CRD 335443·SEC 801-132897·SALT LAKE CITY, UT
AUM
$495.2M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MED VENTURE MANAGEMENT, LLC
CRD
335443
SEC file #
801-132897
EIN
393357831
DBA names
Wasatch Health Partners

Economics

AUM
$495.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$474.9M → $495.2M▲ +4%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
5 advisors → 7 advisors▲ +40%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
wasatch-health.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hansen, Dell, Loy
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Hansen, Dell, Loy
Sessions, Travis, Lynn
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
WASATCH-HEALTH.COM
Rdap Domain Creation Date
2025-03-04T19:13:26Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002092156
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-10-22
Edgar Last Filing Date
2025-10-22
Edgar Form D Count
1
Edgar Form D Offerings
2025-10-222025-10-22 · 0000912282-25-001105

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
299 SOUTH MAIN STREET, SUITE 2300SALT LAKE CITY, UT 84111
Business
299 SOUTH MAIN STREET, SUITE 2300SALT LAKE CITY, UT 84111
Edgar EIN
393357831
Edgar Recent Filings
D2025-10-22 · 0000912282-25-001105
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-04T19:13:26Z
Rdap Domain Last Changed
2026-03-05T12:36:10Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7854313
Trust Company Affiliate
No

People (5)

5
Hansen, Dell, Loy
Direct Owner · 37.5%
7854313
Sessions, Travis, Lynn
Direct Owner · 37.5%
8063199
GERSZEWSKI, AARON, RICHARD
Direct Owner · 7.5%
7853444
Haueter, Jacob, Mark
Direct Owner · 7.5%
7853323
PTACH, SCOTT, RAYMOND
Executive Officer · 2.5%
8068857