Form CRS — Client Relationship Summary

Kimberlite Financial Services

A fiduciary advisory firm built for Utah's next generation of investors — traditional portfolios, digital frontiers, and comprehensive protection.

Services

Wealth Management
Digital-Asset Advisory
Financial Planning
Insurance Services

Company

About Us
Virtual Advice
Why Crypto
Pricing
Resources

Contact

Schedule a Call
Email Us
(801) 690-8182
Layton, Utah

ADV Part 2A Form CRS Privacy Policy Terms of Use

Kimberlite Financial Services, LLC (Firm CRD# 342159) is an investment adviser registered with the Utah Division of Securities. Registration does not imply a certain level of skill or training. Insurance products are offered separately through Kimberlite Insurance Services LLC, subject to applicable licensing. Digital assets may be appropriate for some clients depending on risk tolerance and individual circumstances. Past performance is not indicative of future results.