JW
CFA
JW
CFA

Justin Weaver

6 Years of Experience

Justin Weaver is a CFA-designated registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 244 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
244 clients
Average Client Portfolio
$114.4M average
Assets Under Management
$27.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Wasatch Global Investors manages investments for mutual funds and separate accounts. Fees for mutual funds vary depending on the fund, ranging from 0.50% to 1.75% of assets managed annually. Separate account fees are based on a percentage of assets managed and can be negotiated depending on the account size and investment style. Some separate accounts may also have performance-based fees.

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Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wasatch Advisors LP
June 2025 - Present · 10 mos
Previous Registrations
Alps Distributors, INC.Broker
October 2019 - October 2025 · 6 yrs
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.