Physician Wealth Advisors, INC.
Salt Lake City, UT·SEC-registered · CRD #106043
Physician Wealth Advisors, INC. is an SEC-registered investment advisory firm in Salt Lake City, UT managing $2.0B across 8.6k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
8.6k
Advisory staff
7
Fee model
Fee-only
How Physician Wealth Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Physician Wealth Advisors, INC.
How much does Physician Wealth Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/19/2026), Physician Wealth Advisors, INC. reports $2.0B in regulatory assets under management across roughly 8.6k client accounts.
How does Physician Wealth Advisors, INC. charge?
Physician Wealth Advisors, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Physician Wealth Advisors, INC. a fiduciary?
Yes. Physician Wealth Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #106043), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Physician Wealth Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Physician Wealth Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Salt Lake City, UT
Profile compiled from Physician Wealth Advisors, INC.'s public SEC Form ADV filing (CRD #106043, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Physician Wealth Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Physician Wealth Advisors, INC.? Claim this profile.