firm profile
West Rim II Ugp, LLC
Overview
West Rim II Ugp, LLC is an SEC registered investment adviser based in Lehi, UT, registered since 2026. It reports $1.8B in assets under management across 23 accounts, with 30 employees.
- Reported AUM
- $1.8B
- Discretionary
- 100%
- Accounts
- 23
- Average account
- $76.9M
- Employees
- 30
- Registered since
- 2026
- Jurisdictions
- 1
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- Larry Thomas Pierce Chief Compliance Officer, Chief Financial Officer CRD 7257985
- Brady Reed Broadbent Member, Manager CRD 7529136
- Burke Martin Davis Member, Manager CRD 6066531
2 more executive officers, with direct contact details
Location
- Headquarters
- 2801 N Thanksgiving Way Ste 200
Lehi, UT 84048 - County
- Utah
- Metro area
- Provo-Orem, UT
- Region
- West
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: sorensoncapital.com
Every state, with registration dates
Similar firms near Lehi
- Townsquare Capital, LLCLehi, UT$18.1B AUM
- West Rim Capital Associates II, L.P.Lehi, UT$1.7B AUM
- Drive Wealth AdvisersLehi, UT$1.5B AUM
- B.O.S.S. Retirement Advisors, LLCLehi, UT$1.4B AUM
- Tanara Wealth Management LLCLehi, UT$1.1B AUM
request a demo
See what we have on West Rim II Ugp, LLC
We'll walk you through the full profile and how to find more firms like this one.