WEALTH WATCH ADVISORS, INC

Overview

Wealth Watch Advisors, Inc. is an independent, SEC-registered advisory firm organized as a corporation and operating as a capital allocator for individual and family clients. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, and selecting other advisers when appropriate. In addition to advisory work, the firm conducts insurance brokerage and accounting activities, reflecting an integrated client-service model that blends wealth management with insurance and tax/accounting capabilities. Wealth Watch does not position itself as an ESG-focused manager.

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Public Holdings

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Location & Offices