Choice Wealth Advisors LLC
Firm details
- Headquarters
- Waterville, Maine
- CRD number
- 297745
- Registered since
- August 17, 2018
- Website
- www.choicewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.9%
- Individuals36.5%
- State / Municipal Government1.28%
- Charitable Organizations1.24%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Choice Wealth Advisors LLC is an independent, SEC-registered RIA that primarily serves individual and family clients. Founded as an LLC and registered in 2018, the firm acts as a capital allocator and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an ESG investor and is not a multi-state adviser. Choice Wealth Advisors reports an affiliation with an insurance company and lists itself as a domestic entity with individual ownership. Its operating footprint and service mix indicate a focus on traditional wealth management for private clients, supplemented by the ability to allocate to third-party managers and alternative fund strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents9%
Contacts
3 of 3
Matthew Libby
PartnerCRD 6435423
Christopher Markos
Financial AdvisorCRD 5523951
Glenn Whalen
Financial AdvisorCRD 6408056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$332M in ETFs
70%
$233M
25%
$98.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $33.1M | 544,554 | 9.98% |
Location
Waterville, ME
Kennebec
Location
Waterville, ME
Headquartered in Waterville, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Kennebec
- Address
- 325 D Kennedy Memorial Dr
- Time zone
- ET (UTC-5)
- Office locations
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