Healthequity Advisors

Overview

Healthequity Advisors is an SEC registered investment adviser based in Draper, UT, registered since 2013. It reports $2B in assets under management across 178,476 accounts, with 8 employees. It has 1 investment adviser representatives.

Reported AUM

$2B

Discretionary

61%

Accounts

178,476

Average account

$11.2K

Employees

8

Advisory reps

1

Registered since

2013

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• James Rex Ivie Managing Director CRD 5037555
• Jayson Parker Alexander Chief Compliance Officer CRD 6118241
• Cordell McLachlan Eggett Director of Finance, Member of the Board of Managers CRD 6583888

2 more executive officers, with direct contact details

Advisory reps 1 of 1

• James R Ivie Insurance Agent · Investment Adviser Rep CRD 5037555

Location

Headquarters

15 W Scenic Pointe Dr Ste 100
Draper, UT 84020

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: healthequityadvisors.com

Every state, with registration dates

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