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Wasatch Advisors LP

Headquartered in SALT LAKE CITY, UT

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Firm Information

Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.

Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

WASATCH ADVISORS LP has a total of 2 branch locations across the country.
location

SALT LAKE CITY, UT

location

Salt Lake City, UT

Advisors at Wasatch Advisors LP

View All 37 Advisors
Unclaimed
Kenneth Andrew Korngiebel

CFA®, RA

SALT LAKE CITY, UT

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Unclaimed
Michael Rasmussen

CFA®, RA

Salt Lake City, UT

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Unclaimed
Dustin Mark McCarty

RA

SALT LAKE CITY, UT

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Unclaimed
Natalie Anne Pesque

CFA®, RA

Salt Lake City, UT

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Unclaimed
Matson A Lehtinen

RA

SALT LAKE CITY, UT

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Unclaimed
Ajay Chandroth Krishnan

CFA®, RA

SALT LAKE CITY, UT

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Unclaimed
Catherine Kitty Swenson

RA

SALT LAKE CITY, UT

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Unclaimed
Brian Alan Bythrow

CFA®, RA

SALT LAKE CITY, UT

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Disclosures

There are no public disclosures for Wasatch Advisors LP.

Frequently Asked Questions (7)

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