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PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043 · SEC 801-63664
6820 SOUTH 900 EAST, SUITE 200, SALT LAKE CITY, UT, 84047, United States
Phone
801-747-0800
Fax
801-747-3520
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.01B
Discretionary AUM
$1.34B
Team
15 total employees; 7 advisory reps; 100 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 717 | $212.9M |
| High net worth individuals | 371 | $1.13B |
| Pension/profit sharing plans | 36 | $663.1M |
States served
AZ, CA, CO, ID, LA, MT, OR, UT, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD