HEALTHEQUITY ADVISORS, LLC
SEC file number 801-78001
· DRAPER, UT
https://healthequity.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.19B
Discretionary AUM
$743.6M
Employees
8
Clients
2
Firm
- Address
- 15 WEST SCENIC POINTE DRIVE
DRAPER, UT 84020 - Phone
- —
- Website
- https://healthequity.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- i2 Health Advisors Inc. Medium name-match confidence · CIK 2147485 · WA
-
i2 Health Advisors Inc. · D · Jul 28, 2026$3.5M