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Building 2PHYSICIAN WEALTH ADVISORS, INC.

Map pinSALT LAKE CITY, UT
Phone801-747-0800
NotebookSEC #801-63664
Total AUM
$2B
Employees
15
Clients
1,124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6820 SOUTH 900 EAST
SUITE 200
SALT LAKE CITY
UT 84047
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
801-747-0800

ReceiptFinancials

Total AUM
$2B
Accounts
5,906
Discretionary
$1.3B
Accounts
3,176
Non-Discretionary
$663.1M
Accounts
2,730

ContactClients

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Individual Clients
717
AUM
$212.9M
HNW Individual Clients
371
AUM
$1.1B
Pension/Profit Sharing Plan Clients
36
AUM
$663.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLAMTORTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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