Wealth Manager
    SEC Registered

    Healthequity Advisors

    Registered investment advisor · Draper, Utah · CRD #167105

    Assets Under Management
    $2B
    Client Accounts
    178,476
    Employees
    8
    CRD Number
    167105
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Healthequity Advisors

    HealthEquity Advisors, LLC offers web-based investment advice to Health Savings Account (HSA) holders, providing model asset allocation portfolios and discretionary portfolio management. They also offer investment consulting and research services to develop mutual fund lineups. Minimum thresholds and fees apply for their services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Healthequity Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Healthequity Advisors's AUM?

    Healthequity Advisors reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Healthequity Advisors headquartered?

    Healthequity Advisors is headquartered in Draper, Utah.

    What is Healthequity Advisors's CRD number?

    Healthequity Advisors's CRD number is 167105. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Healthequity Advisors manage?

    Healthequity Advisors manages approximately 178,476 client accounts according to its latest SEC filing.

    Is Healthequity Advisors SEC registered?

    Yes, Healthequity Advisors is registered with the SEC as an investment adviser with an approved registration status.

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