Wesley Jensen
Private Advisory Group · Lehi, Utah
Wesley Jensen is a fee-only financial advisor at Private Advisory Group in Lehi, Utah. Wesley 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.
Request an introduction to Wesley →
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 4835025 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
Request an introduction to Wesley
Tell Wesley a little about what you're looking for. Wesley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Wesley
Is Wesley Jensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley 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 Wesley charge for financial advice?
Wesley's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Wesley Jensen based?
Wesley Jensen is based in Lehi, Utah.
What does Wesley specialize in?
Wesley's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Wesley works with founders, executives and multi-generational families.
Is Wesley Jensen registered with the SEC?
Yes. Wesley Jensen is registered as an investment adviser representative in UT (CRD 4835025), 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 Wesley Jensen?
Through Wesley'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.
See something wrong? Request a correction. Read our methodology.