{"url":"https://nivawealth.com/firms/your-ia-338535","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338535","regulatoryAum":106633240,"crd":"338535","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6607537","suffix":null,"lastName":"ALLEN","firstName":"GARRETT","middleName":"STEVEN"},{"crd":"6772558","suffix":null,"lastName":"BELNAP","firstName":"TYLER","middleName":"J."},{"crd":"2220399","suffix":null,"lastName":"BILLINGS","firstName":"WILLIAM","middleName":"CHARLES"},{"crd":"5882363","suffix":null,"lastName":"CHOI","firstName":"ALAN","middleName":null},{"crd":"6859569","suffix":null,"lastName":"CHOI","firstName":"DERRICK","middleName":null},{"crd":"4820316","suffix":null,"lastName":"COLEMAN","firstName":"VICTORIA","middleName":"SABLAN"},{"crd":"8330091","suffix":null,"lastName":"Day","firstName":"Gavin","middleName":"Michael"},{"crd":"5566661","suffix":null,"lastName":"DER","firstName":"JASON","middleName":"ROBERT"},{"crd":"4610481","suffix":null,"lastName":"Der","firstName":"Kenneth","middleName":null},{"crd":"5961731","suffix":null,"lastName":"EKOLA","firstName":"JOSHUA","middleName":"Curtis"},{"crd":"3222050","suffix":null,"lastName":"Felton","firstName":"Christopher","middleName":"Lee"},{"crd":"3010142","suffix":null,"lastName":"Fielding","firstName":"Gary","middleName":"R"},{"crd":"7852944","suffix":null,"lastName":"Gadzik","firstName":"George","middleName":null},{"crd":"4830208","suffix":null,"lastName":"GAPINSKI","firstName":"JEFFREY","middleName":"M"},{"crd":"6282550","suffix":null,"lastName":"GIANG","firstName":"LAM","middleName":"THANH"},{"crd":"8170350","suffix":null,"lastName":"Hales","firstName":"Casey","middleName":"Scott"},{"crd":"7065640","suffix":null,"lastName":"HAUPT","firstName":"COLBY","middleName":"JEREMY"},{"crd":"7686881","suffix":null,"lastName":"Hernandez","firstName":"Kory","middleName":"David"},{"crd":"1599307","suffix":null,"lastName":"Koenning","firstName":"Dennis","middleName":"Charles"},{"crd":"704666","suffix":null,"lastName":"RICHARDS","firstName":"WILLIAM","middleName":"CHARLES"},{"crd":"5302973","suffix":null,"lastName":"Ricketts","firstName":"Karen","middleName":"F"},{"crd":"8217359","suffix":null,"lastName":"Schilling","firstName":"Kyle","middleName":"Circuit"},{"crd":"6758287","suffix":null,"lastName":"SCHWAB","firstName":"RICHARD","middleName":"PAUL"},{"crd":"2789705","suffix":null,"lastName":"SUTTON","firstName":"BRYCE","middleName":"JAY"},{"crd":"7612841","suffix":null,"lastName":"Sutton","firstName":"Cole","middleName":"James"},{"crd":"6435595","suffix":null,"lastName":"SWOPE","firstName":"CHARLES","middleName":null},{"crd":"5144699","suffix":null,"lastName":"TACIA","firstName":"CHAD","middleName":"MICHAEL"},{"crd":"6630584","suffix":null,"lastName":"THAYER","firstName":"SARAH","middleName":"N"},{"crd":"5443969","suffix":null,"lastName":"WISEMAN","firstName":"JASON","middleName":"LEWIS"}],"total":29,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134511","legalName":"Your Ia, LLC","displayName":"Your Ia","slug":"your-ia-338535","website":"https://youria.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/338535/55e0c0f12fc854fb-r1.webp","tone":"light","width":784,"height":200,"sourceUrl":"https://youria.com/","sourceLabel":"Your Ia, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"620 South 400 East","city":"St. George","state":"UT","stateName":"Utah","country":"United States","postalCode":"84770"},"tradeNames":["Abacus Private Wealth","Barrett Wealth Group","Strong Fortress Financial & Wealth Management"],"registration":{"secApproved":"18 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":550611.4627659575,"staff":{"employees":19,"advisory":15,"brokerDealerReps":0,"insuranceAgents":12,"promoters":0},"aum":{"regulatory":106633240,"discretionary":106633240,"discretionaryAccounts":272,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":178,"regulatoryAum":29086299},{"label":"High-net-worth individuals","clients":10,"regulatoryAum":74428656},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":3118285}],"feePrograms":[{"role":"main","program":"IAR Fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020612","versionId":1020612,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"YOUR IA LLC - 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Southern Ave.","city":"Mesa"}]},{"state":"California","offices":1,"addresses":[{"street":"15615 Alton Pkwy","city":"Irvine"}]},{"state":"Florida","offices":1,"addresses":[{"street":"601 Cleveland Street","city":"Clearwater"}]},{"state":"Utah","offices":3,"addresses":[{"street":"620 South 400 East","city":"St. George","headquarters":true},{"street":"1414 East Murray Holladay Road","city":"Salt Lake City"},{"street":"52 South 850 West","city":"Hurrican"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-823-0489","stateRegisteredReps":16,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":39},{"label":"Securities issued by registered investment companies or business development companies","percent":56},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"11 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338535/PDF/338535.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020612","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Your Ia have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Your Ia offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Your Ia charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Your Ia use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Your Ia have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Your Ia invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Your Ia?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Your Ia get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Your Ia?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}