Theresa Sommerdyke
Three Seasons Wealth · Draper, Utah
Theresa Sommerdyke is a fee-only financial advisor at Three Seasons Wealth in Draper, Utah. Theresa focuses on tax planning, founders (pre-exit) and family wealth transfer. Three Seasons Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Three Seasons Wealth |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $1.23B across 879 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1048899 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | threeseasonswealth.com |
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Questions about Theresa
Is Theresa Sommerdyke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theresa holds no broker registration, and Three Seasons Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theresa charge for financial advice?
Theresa's firm, Three Seasons Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Theresa charge?
According to Three Seasons Wealth's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Theresa Sommerdyke based?
Theresa Sommerdyke is based in Draper, Utah.
What does Theresa specialize in?
Theresa's specialties include tax planning, founders (pre-exit) and family wealth transfer. Theresa works with founders, ultra high net worth and multi-generational families.
Is Theresa Sommerdyke registered with the SEC?
Yes. Theresa Sommerdyke is registered as an investment adviser representative in UT (CRD 1048899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Seasons Wealth manage?
Three Seasons Wealth reports $1.23B across 879 accounts in assets under management.
How do I contact Theresa Sommerdyke?
Through Theresa's website, threeseasonswealth.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
- Three Seasons Wealth 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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