Data / Investment advisers / Utah / The Norden Group LLC
The Norden Group LLC, Provo, UT: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Norden Group LLC is an SEC registered investment adviser with its main office in Provo, Utah and reports $2 billion in regulatory assets under management in its Form ADV filed February 2, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323988
- SEC file number
- 801-127137
- SEC status
- Approved, effective January 5, 2023
- Main office
- 5255 N Edgewood Drive Suite 225, Provo, UT 84604
- Phone
- (801) 331-5511
- Regulatory AUM
- $1,967,944,101 in the Form ADV filed February 2, 2026
- Discretionary AUM
- $1,967,944,101
- Accounts
- 4,220
- Employees
- 30, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 295 | $1.47 billion |
| Individuals (other than high net worth individuals) | 976 | $273 million |
| Corporations or other businesses | 130 | $180.7 million |
| Pension and profit sharing plans | 81 | $26.9 million |
| Charitable organizations | 49 | $21.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.97 billion | February 2, 2026 |
| December 1, 2025 | $1.74 billion | July 15, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tower Arch Capital | Draper | $2.12 billion | 7 | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | $2.09 billion | 1 | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 3 | adviserinfo.sec.gov |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Healthequity Advisors | Draper | $1.99 billion | Not listed | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | $1.77 billion | 23 | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | $1.50 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Norden Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.