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Pl Wealth Advisors, LLC CRD 170887
$1.39M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-13 |
| ID | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2022-04-14 |
| PA | RA | APPROVED | 2022-01-03 |
| IL | RA | APPROVED | 2021-11-16 |
| UT | RA | APPROVED | 2015-02-24 |
Branch Locations
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pl Wealth Advisors, Llc | Salt Lake City | UT | 02/2014 | Present |
| Paradigm Life | Salt Lake City | UT | 10/2007 | Present |
| Prosperity Economics Partners, Llc | Salt Lake City | UT | 03/2018 | 06/2021 |
PARADIGM LIFE - INVESTMENT-RELATED - SALT LAKE CITY, UT - INSURANCE AGENCY - CHIEF EXECUTIVE OFFICER - 10/2007 - APPROX 150 HRS/MONTH (APPROX 150 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-18 |
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