Wasatch Advisors LP
Salt Lake City, UT·SEC-registered · CRD #106081
Wasatch Advisors LP is an SEC-registered investment advisory firm in Salt Lake City, UT managing $23B across 239 client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
239
Advisory staff
41
Fee model
Fee-only
How Wasatch Advisors LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wasatch Advisors LP
How much does Wasatch Advisors LP manage?
Per its most recent SEC Form ADV filing (03/16/2026), Wasatch Advisors LP reports $23B in regulatory assets under management across roughly 239 client accounts.
How does Wasatch Advisors LP charge?
Wasatch Advisors LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wasatch Advisors LP a fiduciary?
Yes. Wasatch Advisors LP is registered with the U.S. Securities and Exchange Commission (CRD #106081), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wasatch Advisors LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wasatch Advisors LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wasatch Advisors LP's public SEC Form ADV filing (CRD #106081, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wasatch Advisors LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wasatch Advisors LP? Claim this profile.