Advisor at Presidio Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Presidio Wealth Management
Location
Midvale, UT 84047
Credentials
Series 63, Series 65
Industry experience
25 years
Chad Anderson is a financial advisor at Presidio Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneDigital Investment Advisors and Diversified Investors Securities Corp. Outside of his advisory role, no additional business activities are noted. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios and third-party asset managers without receiving compensation from them, and provides fiduciary guidance especially for retirement accounts.
Based on Presidio Wealth Management
Based on Presidio Wealth Management
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
6967 South River Gate Drive, Suite 102
Midvale, UT 84047
Utah
Presidio Wealth Management
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
OneDigital Investment Advisors
2019 - 2024 (5 years)
Triad Advisors, LLC
2019 - 2024 (5 years)
Presidio Wealth Management
2019 - Present (7 years)
K2 Realty
2018 - 2022 (4 years)
Diversified Investors Securities Corp.
2008 - 2017 (9 years)
Diversified Investment Advisors
2008 - 2017 (9 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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