Choice Wealth Advisors LLC
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
FINTRXOverview
Choice Wealth Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2018) and describes itself as a capital allocator serving individual and family clients. Its fee models include percentage-of-assets, hourly charges, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents9%
Contacts
3 of 3
Christopher Markos
Financial AdvisorCRD 5523951
Glenn Whalen
Financial AdvisorCRD 6408056
Matthew Libby
PartnerCRD 6435423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$337M in ETFs
71%
$239M
29%
$98.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $33.6M | 549,152 | 9.96% |
Location
Waterville, ME
Kennebec
Location
Waterville, ME
Headquartered in Waterville, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Kennebec
- Address
- 325 D Kennedy Memorial Dr
- Time zone
- ET (UTC-5)
- Office locations
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