PHYSICIAN WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$2,006,590,538
Discretionary
$1,343,537,209
Non-discretionary
$663,053,329
Firm details
- CRD number
- 106043
- SEC file number
- 801-63664
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://WWW.PWA.ORG
- Fee structure
-
Percentage of AUM
As of October 2026.