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W WEALTH ADVISORS
W WEALTH ADVISORS LLC
CRD 154423
2200 E. WILLIAMS FIELD RD, SUITE 200, GILBERT, AZ, 85295, United States
Phone
4803345433
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.9M
Discretionary AUM
$17.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $12.5M |
| High net worth individuals | 3 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD