Aquire Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 768 clients last fiscal year.
Aquire Wealth Advisors reports 768 clients. They include 585 individual clients, 167 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 100.0% ($504M across 2,798 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $536K. It advised 96 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 21% |
| High-net-worth individuals | 22% | 75% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 585 | $105M | 20.9% | $180K |
| High-net-worth individuals | 167 | $379M | 75.1% | $2.27M |
| Pension and profit-sharing plans | 12 | $19.3M | 3.8% | $1.61M |
| Charitable organizations | Fewer than 5 | $695K | 0.1% | $232K |
| Corporations and other businesses | Fewer than 5 | $193K | 0.0% | $193K |
| Total | 768 | $504M | 100% | — |
- Clients
- 585
- Regulatory AUM
- $105M
- AUM share
- 20.9%
- Avg. per client
- $180K
- Clients
- 167
- Regulatory AUM
- $379M
- AUM share
- 75.1%
- Avg. per client
- $2.27M
- Clients
- 12
- Regulatory AUM
- $19.3M
- AUM share
- 3.8%
- Avg. per client
- $1.61M
- Clients
- Fewer than 5
- Regulatory AUM
- $695K
- AUM share
- 0.1%
- Avg. per client
- $232K
- Clients
- Fewer than 5
- Regulatory AUM
- $193K
- AUM share
- 0.0%
- Avg. per client
- $193K
Total
- Clients
- 768
- Regulatory AUM
- $504M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 96
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 768
Aquire Wealth Advisors charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Accounting and tax services
- A fixed monthly fee of $950 to $4,000 per business location, based on overhead, owners, providers, staff and payroll.
- Hourly financial planning
- Limited financial planning or consulting is billed hourly, from $100 to $400 per hour depending on the person providing the service; negotiable.
- Wealth Management Services
- An implementation fee of up to $3,500 payable in advance, plus monthly financial planning fees of up to $1,250; discounted by account value.
Aquire Holdings, LLC owns 75% or more of Aquire Wealth Advisors and is in turn owned by RH Financial, Inc. (25–50%). The leadership team of Aquire Wealth Advisors includes Chief Compliance Officer Matthew Mulcock. It has 24 employees, 9 of them in advisory roles.
Leadership
Matthew MulcockManaging Partner/Chief Compliance Officer- Justin CopierManaging Partner
Reese HarperChairman/Founder
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 24 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 insurance agent
- Owns 75% or more of Aquire Wealth Advisors, LLC
Aquire Holdings, LLC
Control person · since June 2018
- Owns 25% to 50% of Aquire Holdings, LLC
RH Financial, Inc.
Control person · since November 2017
- Owns 75% or more of RH Financial, Inc.
Reese Harper
Control person · since February 2009
Aquire Wealth Advisors’ regulatory assets grew 2.1× from $243M (July 2021) to $504M (June 2026); clients rose from 407 to 768 and employees fell from 30 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $504M | 768 | 24 | 2 |
| March 2025 | $462M | 750 | 21 | 3 |
| June 2024 | $384M | 708 | 21 | 2 |
| July 2023 | $314M | 704 | 20 | 2 |
| May 2022 | $327M | 596 | 20 | 4 |
| July 2021 | $243M | 407 | 30 | 6 |
Besides its headquarters, Aquire Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Utah.
Utah · 1 listed address
- 6440 S Wasatch BLVD., Suite 215, Salt Lake CityHQ
Contact and registration details
- Legal name
- Aquire Wealth Advisors, LLC
- Headquarters
- 6440 S Wasatch BLVD., Suite 215, Salt Lake City, UT 84121
- Website
- dentistadvisors.com
- Phone
- 801-748-1243
- @dentist-advisors
- SEC file
- 801-114782
- Structure
- Utah LLC
- Fiscal year end
- December
Aquire Wealth Advisors uses Charles Schwab ($504M) as custodian for its separately managed accounts. Aquire Wealth Advisors has custody of $118M in client assets for 417 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $504M100%
At year end, Aquire Wealth Advisors’ separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $436M across 54 positions; the largest are Dimensional ETF Trust (42.8%), Dimensional ETF Trust (12.4%) and Dimensional ETF Trust (10.5%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $436M
- Reported 13F value
- 54
- Positions
- 89.3%
- In the 10 largest
- +14.7%
- Value vs. prior quarter
- Dimensional ETF Trust · US Core EQT Mkt42.8%
- Dimensional ETF Trust · Intl Core EQT MK12.4%
- Dimensional ETF Trust · Emgr Cre EQT Mng10.5%
- SPDR Series Trust · ST Str PR Sp15009.7%
- SPDR Index Shs Fds · ST Str PO EX ETF3.0%
- iShares TR · Core US Aggbd ET2.9%
- iShares TR · National Mun ETF2.3%
- SPDR Index Shs Fds · ST Port Mark ETF2.3%
- iShares TR · Trs Flt RT BD2.1%
- SPDR Series Trust · ST Inter BD ETF1.3%
Together, the ten largest are 89.3% of reported value.
How many clients does Aquire Wealth Advisors have?
Aquire Wealth Advisors has 768 clients and manages $504 million for them, as of June 2026. They include 585 individual clients, 167 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Aquire Wealth Advisors offer?
Aquire Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aquire Wealth Advisors charge?
Aquire Wealth Advisors charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: DENTIST ADVISORS, LLC FORM ADV PART 2A, filed 31 March 2026
Which custodians does Aquire Wealth Advisors use?
Aquire Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $504M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Aquire Wealth Advisors have?
Aquire Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 24 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aquire Wealth Advisors invest in?
At the end of its last fiscal year, Aquire Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aquire Wealth Advisors?
Aquire Wealth Advisors is owned through a chain of holding companies by Reese Harper. Its direct owner is Aquire Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Aquire Wealth Advisors get paid?
Aquire Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aquire Wealth Advisors registered with the SEC?
Yes, Aquire Wealth Advisors has been registered with the SEC as an investment adviser since 4 March 2019. Its CRD number is 149559 and its SEC file number is 801-114782.
Source: Form ADV Part 1A, Item 1, filed 29 June 2026; IAPD firm record
How do I contact Aquire Wealth Advisors?
Aquire Wealth Advisors’ main office is at 6440 S Wasatch BLVD., Suite 215, Salt Lake City, UT 84121. Its phone number is 801-748-1243. Its website is dentistadvisors.com.