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Dwayne Whittle Asay

Squire Wealth Advisors

Orem, UT

CRD 4752392

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Employer firm

Squire Wealth Advisors CRD 117750

$587M regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Squire Wealth Advisors

1329 South 800 East, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-28
UT RA APPROVED 2018-12-19
  • TX RA
    APPROVED_RES
    Since 2026-01-28
  • UT RA
    APPROVED
    Since 2018-12-19

Branch Locations

1329 South 800 East, Orem, UT 84097 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Squire Wealth Advisors Orem UT 08/2016 Present
Squire & Company Pc Orem UT 03/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-30
  • S65 Uniform Investment Adviser Law Examination
    2018-08-30
Other Names
  • Dwayne Whittle Asay

View on SEC IAPD

Nearby Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

More in Orem, UT

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