THREE SEASONS WEALTH
SEC RegisteredHelping individuals secure their family legacy through bespoke strategies.
About the firm
Three Seasons Wealth is an Independent Registered Investment Advisor (RIA), located in the heart of downtown Salt Lake City, UT. They are a full-service private wealth investment firm that focuses on risk mitigation, wealth accumulation, and providing clients exceptional service through the ups and downs of economic cycles. The firm operates as a multi family office set up to support diverse financial needs and situations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Public market asset management, private market opportunity access including venture capital and real estate, retirement accounts, business transactions, tax strategy, and charitable giving, offered through bespoke and personalized investment portfolios in partnership with preferred family office partners.
Who they serve
Affluent Legacy Families, Founders & Entrepreneurs, HNW & UHNW Individuals, Investors, Professional Athletes, and Visionaries & Innovators.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 235 | $53M |
| High Net Worth Individuals | 137 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THREE SEASONS WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.