CHOICE WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2018

Total AUM

$323M

Discretionary

$323M

100% of AUM

Avg account

$259K

Accounts

1,247

Employees

Advisory reps

Firm details

Headquarters: WATERVILLE, Maine
CRD number: 297745
Registered since: August 17, 2018
Website: www.choicewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.9%
Individuals36.5%
State / Municipal Government1.28%
Charitable Organizations1.24%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Choice Wealth Advisors LLC is an independent registered investment adviser operating as an LLC since 2018. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of sub‑advisers when needed. Its business model blends fee‑based advice (percentage of AUM) with hourly and fixed fee engagements, which supports both ongoing wealth management relationships and project work. Investment activity is centered on equities delivered primarily through exchange‑traded instruments, with a clear preference for indexed and ETF exposures as the core of client portfolios. The firm also functions as a capital allocator: it supplements ETF and mutual fund core positions by allocating client capital to third‑party managers in alternatives such as hedge funds, direct real estate and REITs when appropriate. Choice Wealth Advisors uses outside managers and advisers for specialty mandates rather than building all active strategies in house.