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CHOICE WEALTH ADVISORS LLC
CRD 297745 · SEC 801-113869
325-D KENNEDY MEMORIAL DRIVE, WATERVILLE, ME, 04901, United States
Phone
(207) 873-0996
Fax
866-910-2339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$323.3M
Discretionary AUM
$323.3M
Team
4 total employees; 3 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 514 | $118.0M |
| High net worth individuals | 88 | $196.9M |
States served
ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD