Shane Christiansen
Presidio Wealth Management · Midvale, Utah
Shane Christiansen 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 TX, UT · CRD 3002444 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | presidiowealth.com |
How Shane'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 Shane
Is Shane Christiansen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane 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 Shane charge for financial advice?
Shane's firm, Presidio Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shane Christiansen based?
Shane Christiansen is based in Midvale, Utah.
Is Shane Christiansen registered with the SEC?
Yes. Shane Christiansen is registered as an investment adviser representative in TX and UT (CRD 3002444), 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 Shane Christiansen?
Through Shane'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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