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Zwmc Iv, L.L.C. (Salt Lake City)


Zwmc Iv, L.L.C. is a pension cosultant based in Salt Lake City. It manages $17.68 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Utah.

Zwmc Iv, L.L.C 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.

Zwmc Iv, L.L.C: assets under management

The assets under management (AUM) of Zwmc Iv, L.L.C. is $17.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.68 million each.
Zwmc Iv, L.L.C has custody of $17.68 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 Zwmc Iv, L.L.C. 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 Zwmc Iv, L.L.C. 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. 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 9:00am-5:00pm on Monday - Friday.


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