firm profile
Wasatch Advisors LP
Overview
Wasatch Advisors LP is an SEC registered investment adviser based in Salt Lake City, UT, registered since 1975. It reports $23.3B in assets under management across 239 accounts, with 96 employees. It has 40 investment adviser representatives.
- Reported AUM
- $23.3B
- Discretionary
- 100%
- Accounts
- 239
- Average account
- $97.7M
- Employees
- 96
- Advisory reps
- 40
- Registered since
- 1975
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 11
- Michael Kenneth Yeates Director, Chief Executive Officer CRD 5512918
- Daniel Dean Thurber Director, Secretary, Chief Compliance Officer CRD 5127582
- Hollie Rae Strasburg Director, Chief Operating Officer CRD 6760752
8 more executive officers, with direct contact details
Advisory reps 3 of 40
- Daniel Aloisio Investment Adviser Rep CRD 8264525
- Kenneth Palmer Applegate Investment Adviser Rep CRD 4579677
- Eric Scott Bergeson Investment Adviser Rep CRD 4521603
37 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 505 S Wakara Way Fl 3
Salt Lake City, UT 84108 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: wasatchglobal.com
Every state, with registration dates
Similar firms near Salt Lake City
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