Presidio Wealth Management

Overview

Presidio Wealth Management is an SEC registered investment adviser based in Midvale, UT, registered since 2024. It reports $217M in assets under management across 903 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$217M

Discretionary

95%

Accounts

903

Average account

$241K

Employees

5

Advisory reps

3

Registered since

2024

Jurisdictions

6

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Shane Parker Christiansen Chief Executive Officer CRD 3002444
• Connie Halverson Christiansen Chief Compliance Officer CRD 6215721

Advisory reps 3 of 3

• Chad D Anderson Investment Adviser Rep CRD 3180213
• Elijah Christensen Investment Adviser Rep CRD 5466872
• Shane Parker Christiansen Insurance Agent · Investment Adviser Rep CRD 3002444

Location

Headquarters

6967 S River Gate Dr Ste 102
Midvale, UT 84047

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: presidiowealth.com

Every state, with registration dates

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