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Derrick Dion Tzau

Wasatch Advisors LP

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About Derrick Dion Tzau

Derrick Dion Tzau is a registered Investment Advisor Representative associated with Wasatch Advisors LP. Derrick has been with Wasatch Advisors LP since March 2018 and is based out of Salt Lake City, UT. Derrick has a Series 65 license and is a Chartered Financial Analyst.

Firm Information

Derrick Tzau is currently registered with Wasatch Advisors LP. 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.

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Derrick Tzau’s Registration & Firm History

UT

11/30/2022 - Present

Wasatch Advisors LP (Salt Lake City UT)

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Licenses & Designations

IA

Issued 11/04/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derrick Dion Tzau.
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