Healthequity Advisors, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.2B
- Clients
- 178,476
- Avg AUM / client
- $11.2K
- Accounts
- 178,476
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178,476 | $2.0B | 100.0% |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kessler, Jon | Member Of The Board Of Managers | Dec 2012 (14y) | Less than 5% | |
| Neeleman, Stephen, Dale | Member Of The Board Of Managers | Dec 2012 (14y) | Less than 5% | |
| James Rex Ivie | Managing Director | Chartered Financial Consultant | Apr 2013 (13y) | Less than 5% |
| Eggett, Cordell, Mc Lachlan | Director Of Finance | Oct 2015 (11y) | Less than 5% | |
| Alexander, Jayson, Parker | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Lucania, James, Michael | Member Of The Board Of Managers | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Healthequity, Inc. | Sole Shareholder, Manager | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Healthequity Trust Company $2.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗