Your Ia provides financial planning and portfolio management for individuals and small businesses.
Your Ia reports 190 clients. They include 178 individual clients, 10 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($107M across 272 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 27% |
| High-net-worth individuals | 5% | 70% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 178 | $29.1M | 27.3% | $163K |
| High-net-worth individuals | 10 | $74.4M | 69.8% | $7.44M |
| Corporations and other businesses | Fewer than 5 | $3.12M | 2.9% | $1.56M |
| Total | 190 | $107M | 100% | — |
- Clients
- 178
- Regulatory AUM
- $29.1M
- AUM share
- 27.3%
- Avg. per client
- $163K
- Clients
- 10
- Regulatory AUM
- $74.4M
- AUM share
- 69.8%
- Avg. per client
- $7.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.12M
- AUM share
- 2.9%
- Avg. per client
- $1.56M
Total
- Clients
- 190
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Your Ia charges up to 1.20% a year for its IAR Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Associate Owners Group, Inc. owns 75% or more of Your Ia and is in turn owned by Steijum Equity Partners, LLC (25–50%) and Jamie and Lee-Ann Pricket Trust (25–50%). The leadership team of Your Ia includes President Bryce Sutton and Chief Operating Officer Colby Haupt. It has 19 employees, 15 of them in advisory roles.
Staff
- 19 employees
- 15 in advisory functions
- 16 state-registered reps
- 12 insurance agents
- Owns 75% or more of Your Ia, LLC
Associate Owners Group, Inc.
Control person · since August 2025
- Owns 25% to 50% of Associate Owners Group, Inc.
Steijum Equity Partners, LLC
Control person · since August 2025
Holm Legacy Trust
Member · Control person · since August 2025
- Owns 50% to 75% of Holm Legacy Trust
Mark Tichenor
Control person · since December 2020
- Owns 25% to 50% of Associate Owners Group, Inc.
Jamie and Lee-Ann Pricket Trust
Control person · since August 2025
- Owns 50% to 75% of Jamie and Lee-Ann Pricket Trust
James Prickett
Control person · since August 2025
- Owns 50% to 75% of Jamie and Lee-Ann Pricket Trust
Lee-Ann Prickett
Control person · since August 2025
Besides its headquarters, Your Ia has 19 offices (14 private residences, listed without an address), with 6 listed addresses across 4 states.
Utah · 3 listed addresses
- 620 South 400 East, St. GeorgeHQ
- 1414 East Murray Holladay Road, Salt Lake City
- 52 South 850 West, Hurrican
Arizona · 1 listed address
- 3707 E. Southern Ave., Mesa
California · 1 listed address
- 15615 Alton Pkwy, Irvine
Florida · 1 listed address
- 601 Cleveland Street, Clearwater
Other business names
Your Ia has reported 3 other business names to the SEC.
- Abacus Private Wealth
- Barrett Wealth Group
- Strong Fortress Financial & Wealth Management
Contact and registration details
- Legal name
- Your Ia, LLC
- Headquarters
- 620 South 400 East, St. George, UT 84770
- Website
- youria.com
- Phone
- 800-823-0489
- SEC file
- 801-134511
- Structure
- Utah LLC
- Fiscal year end
- December
Your Ia’s named custodian for separately managed accounts is Charles Schwab ($107M). Your Ia does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $107M100%
At year end, Your Ia’s separately managed accounts were mostly in funds (56%) and stocks (39%).
What the accounts hold
- Stocks39%
- Funds56%
- Cash5%
How many clients does Your Ia have?
Your Ia has 190 clients and manages $107 million for them, as of August 2026. They include 178 individual clients, 10 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Your Ia offer?
Your Ia provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Your Ia charge?
Your Ia charges up to 1.20% a year for its IAR Fee. The fee is billed in arrears and is negotiable.
Source: YOUR IA LLC - FORM ADV - PART 2A - 2026.03.15, filed 17 March 2026
Which custodians does Your Ia use?
Your Ia’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Your Ia have?
Your Ia has 16 investment adviser representatives registered with state securities authorities, out of 19 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Your Ia invest in?
At the end of its last fiscal year, Your Ia’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities and 5% 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 Your Ia?
Your Ia is owned through a chain of holding companies by James and Lee-Ann Prickett and Mark Tichenor. Its direct owner is Associate Owners Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Your Ia get paid?
Your Ia 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
How do I contact Your Ia?
Your Ia’s main office is at 620 South 400 East, St. George, UT 84770. Its phone number is 800-823-0489. Its website is youria.com.