Wealth Mode
10yrs
10 years in the industry
Wealth Mode
Bountiful, UT. Legal name: Wealth Mode Financial Planning, LLC
About the firm
A registered investment advisory firm based in Bountiful, Utah. It manages about $12.5 million for roughly 88 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$141,891
Assets under management ?$12.5 million
Individual clients88
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Advisors at Wealth Mode
1Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Wealth Mode Financial Planning, LLC
About Wealth Mode
How do I contact Wealth Mode?
Call the main office at (435) 363-9445. The main office is at 450 S 400 E Suite 261, Bountiful, UT 84010.
How is Wealth Mode paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealth Mode offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Educational seminars and workshops, Other services.
How many advisors work at Wealth Mode?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.