Physician Wealth Advisors, Inc.
Registered investment advisor · Salt Lake City, Utah · CRD #106043
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. is a fiduciary investment advisory firm exclusively for physicians, offering financial planning and investment management with board oversight and fee transparency. It manages investment portfolios and provides advice on securities. The firm emphasizes accountability and safe wealth preservation.
Fee Structure
Frequently Asked Questions
What is Physician Wealth Advisors, Inc.'s AUM?
Physician Wealth Advisors, Inc. reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Physician Wealth Advisors, Inc. headquartered?
Physician Wealth Advisors, Inc. is headquartered in Salt Lake City, Utah.
What is Physician Wealth Advisors, Inc.'s CRD number?
Physician Wealth Advisors, Inc.'s CRD number is 106043. 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 Physician Wealth Advisors, Inc. manage?
Physician Wealth Advisors, Inc. manages approximately 5,906 client accounts according to its latest SEC filing.
Is Physician Wealth Advisors, Inc. SEC registered?
Yes, Physician Wealth Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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