Wealth Manager
    SEC Registered
    Manages Private Funds

    Choice Wealth Advisors LLC

    Registered investment advisor · Waterville, Maine · CRD #297745

    Assets Under Management
    $323M
    Client Accounts
    1,247
    Employees
    4
    CRD Number
    297745
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Choice Wealth Advisors LLC

    Choice Wealth Advisors LLC is a SEC-registered investment advisory firm headquartered in Waterville, Maine, managing approximately $323M in regulatory assets across 1,247 client accounts. The firm's full regulatory record is filed with the SEC under CRD #297745.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Choice Wealth Advisors LLC

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    Frequently Asked Questions

    What is Choice Wealth Advisors LLC's AUM?

    Choice Wealth Advisors LLC reports approximately $323M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Choice Wealth Advisors LLC headquartered?

    Choice Wealth Advisors LLC is headquartered in Waterville, Maine.

    What is Choice Wealth Advisors LLC's CRD number?

    Choice Wealth Advisors LLC's CRD number is 297745. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Choice Wealth Advisors LLC manage?

    Choice Wealth Advisors LLC manages approximately 1,247 client accounts according to its latest SEC filing.

    Is Choice Wealth Advisors LLC SEC registered?

    Yes, Choice Wealth Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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