Family Office Real Estate Daily · Family Office Directory
Utah Family Offices
12
Firms
$30.2B
Total tracked AUM
$9.8B
Largest single firm
12 / 0
Multi / Single
Largest by reported AUM in Utah: Cynosure Group, LLC.
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| Firm | AUM | Contact | Site |
|---|---|---|---|
Cynosure Group, LLCActive · 6 in 90d13F · 1 Multi-Family Office · Salt Lake City Last private placement: Cynosure Investment Partners, LLC · 2026-06-26 | $9.8B | Phone | visit |
Sepio Capital, LP25 Form D Multi-Family Office · Salt Lake City Last private placement: S2 Real Assets Fund, LP · 2025-08-11 | $5.6B | Email + phone | visit |
Diversify Advisory Services, LLC Multi-Family Office · Sandy | $4.6B | Email + phone | visit |
Diversify Wealth Management, LLC Multi-Family Office · Sandy | $4.1B | Email + phone | visit |
Drive Wealth Advisers Multi-Family Office · Lehi | $1.5B | Email + phone | visit |
Andina Advisors44 Form D Multi-Family Office · Logan Last private placement: Andina Performex Series of Copperstone Multi-Series IDF, LP · 2025-09-05 | $1.3B | Email + phone | visit |
Three Seasons Wealth Multi-Family Office · Salt Lake City | $1.2B | Email + phone | visit |
Solidarity Wealth, LLC Multi-Family Office · Lehi | $704M | Email + phone | visit |
Oak Lane Advisors Multi-Family Office · Centerville | $446M | Phone | — |
North Capital Multi-Family Office · Salt Lake City | $366M | Email + phone | visit |
Athos Private Wealth LLC Multi-Family Office · Holladay | $268M | Phone | — |
Peterson Rogers Private Wealth, LLC Multi-Family Office · Salt Lake City | $177M | Email + phone | — |
Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.