Wealth Mode

Overview

Wealth Mode is a state registered investment adviser based in Bountiful, UT, registered since 2016. It reports $12.5M in assets under management across 171 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$12.5M

Discretionary

100%

Accounts

171

Average account

$73K

Employees

2

Advisory reps

1

Registered since

2016

Jurisdictions

4

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Justin Richard Chidester Owner, Chief Compliance Officer CRD 6658507

Advisory reps 1 of 1

• Justin Richard Chidester Investment Adviser Rep CRD 6658507

Location

Headquarters

450 S 400 E Ste 261
Bountiful, UT 84010

County

Davis

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: wealth-mode.com

Every state, with registration dates

Similar firms near Bountiful

• Summit Global Investments, LLCBountiful, UT$2.3B AUM
• SG Trading Solutions, LLCBountiful, UT$912M AUM
• Strategic Planning GroupBountiful, UT$91M AUM
• Able & Strong Advisors, Inc.Bountiful, UT$45.4M AUM
• Iron Gate Global AdvisorsNorth Salt Lake, UT$1.3B AUM