Chad Anderson
Presidio Wealth Management · Midvale, Utah
Chad Anderson is a fee-only financial advisor at Presidio Wealth Management in Midvale, Utah. Presidio Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Presidio Wealth Management |
|---|---|
| Based in | Midvale, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $217.5M across 903 accounts |
| SEC registration | Investment adviser representative in UT · CRD 3180213 |
| Exams passed | Series 63 (1999) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | presidiowealth.com |
| Profile |
How Chad's firm compares
- Presidio Wealth Management's average account is about $241,000, from its Form ADV (assets managed divided by 903 accounts).
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Questions about Chad
Is Chad Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Presidio Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Presidio Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chad Anderson based?
Chad Anderson is based in Midvale, Utah.
Is Chad Anderson registered with the SEC?
Yes. Chad Anderson is registered as an investment adviser representative in UT (CRD 3180213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Presidio Wealth Management manage?
Presidio Wealth Management reports $217.5M across 903 accounts in assets under management.
How do I contact Chad Anderson?
Through Chad's website, presidiowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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