Katherine Ludeman
Private Advisory Group · Lehi, Utah
Katherine Ludeman is a fee-only financial advisor at Private Advisory Group in Lehi, Utah. Katherine focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5972029 |
| Exams passed | Series 66 (2016) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
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Questions about Katherine
Is Katherine Ludeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Private Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Katherine Ludeman based?
Katherine Ludeman is based in Lehi, Utah.
What does Katherine specialize in?
Katherine's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Katherine works with founders, executives and multi-generational families.
Is Katherine Ludeman registered with the SEC?
Yes. Katherine Ludeman is registered as an investment adviser representative in UT (CRD 5972029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Advisory Group manage?
Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.
How do I contact Katherine Ludeman?
Through Katherine's website, privateadvisory.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
- Private Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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