Monday, June 1, 2026

Family Office Real Estate Daily · Family Office Directory

Utah Family Offices

12
Firms
$30.1B
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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FirmAUMContactSite
Cynosure Group, LLC
Multi-Family Office · Salt Lake City
$9.8B Phonevisit
Sepio Capital, LP
Multi-Family Office · Salt Lake City
$5.6B Email + phonevisit
Diversify Advisory Services, LLC
Multi-Family Office · Sandy
$4.6B Email + phonevisit
Diversify Wealth Management, LLC
Multi-Family Office · Sandy
$4.1B Email + phonevisit
Drive Wealth Advisers
Multi-Family Office · Lehi
$1.5B Email + phonevisit
Andina Advisors
Multi-Family Office · Logan
$1.3B Email + phonevisit
Three Seasons Wealth
Multi-Family Office · Salt Lake City
$1.2B Email + phonevisit
Solidarity Wealth, LLC
Multi-Family Office · Lehi
$704M Email + phonevisit
Oak Lane Advisors
Multi-Family Office · Centerville
$446M Phone
North Capital
Multi-Family Office · Salt Lake City
$293M Email + phone
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.