PHYSICIAN WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2005

Total AUM

$2B

Discretionary

$1.3B

67% of AUM

Avg account

$340K

Accounts

5,906

Employees

Advisory reps

Firm details

Headquarters: MIDVALE, Utah
CRD number: 106043
Registered since: January 3, 2005
Website: www.umafs.org
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., AMERITAS INVESTMENT COMPANY, LLC
Fee structure: Percentage of AUM
Client types: HNWI56.35%
Pension & Profit Sharing Plans33.04%
Individuals10.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Physician Wealth Advisors, Inc. is an independent, SEC-registered registered investment adviser (registered in 2005) that charges fees based on a percentage of assets under management. The firm services both individual and family clients as well as institutional clients and supplements its advisory practice with insurance brokerage. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars and workshops. Physician Wealth Advisors does not identify as an active ESG investor and reports no in-house capital allocation platform; it relies on third‑party external managers for alternative strategies. The firm was recognized in industry lists in 2020, appearing in Financial Times’ Top 300 RIA Firms and in FA Magazine’s Top RIA Firms.