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Wasatch New Mexico Management Partners, LLC (Salt Lake City)


Wasatch New Mexico Management Partners, LLC is a pension cosultant based in Salt Lake City. It manages $7.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Utah.

Wasatch New Mexico Management Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wasatch New Mexico Management Partners: assets under management

The assets under management (AUM) of Wasatch New Mexico Management Partners, LLC is $7.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.13 million each.
Wasatch New Mexico Management Partners has custody of $7.13 million in cash and securities for 1 client in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wasatch New Mexico Management Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salt Lake City

The principal office where Wasatch New Mexico Management Partners, LLC performs its advisory services is located at 15 W. South Temple, Salt Lake City, UT 84101, which is also the mailing address of the firm. An additional office of the firm is in Albuquerque, NM. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-524-8939 or by fax 801-524-8941. The normal business hours are 9:00-5:00 on Monday - Friday.


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