Wealth Watch Advisors, Inc

Overview

Wealth Watch Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2015. The firm is individually owned and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing along with hourly and fixed fees. Beyond advisory work the firm also conducts insurance brokerage and accounting activities. The firm is not an active ESG investor and does not present itself as a pension consultant or related adviser. Its stated preference for publicly available pooled vehicles (public funds/mutual funds) sits alongside a willingness to allocate to third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices