Physician Wealth Advisors, Inc.
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 106043
- Registered since
- January 3, 2005
- Website
- www.pwa.org
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., AMERITAS INVESTMENT COMPANY, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.35%
- Pension & Profit Sharing Plans33.04%
- Individuals10.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Physician Wealth Advisors, Inc. is an independent registered investment advisor formed in 2005 that provides fee-based wealth management and financial planning primarily to individuals, families and institutional clients. The firm charges a percentage-of-assets fee and also operates as an insurance broker. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Physician Wealth Advisors works with external managers rather than running in-house private funds, and it was recognized in industry rankings in 2020 by both the Financial Times (Top 300 RIA Firms) and Financial Advisor Magazine (Top RIA Firms).
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Private Funds4%
Contacts
3 of 18
Eric Halvorsen
Vice President, Wealth AdvisorCRD 4974344
Jeffrey Zesiger
President & Wealth AdvisorCRD 2649450
Steven Miller
DirectorCRD 6179864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 417Active vs passive
$690M in ETFs
53%
$364M
26%
$326M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $90.3M | 138,197 | 13.08% |
Location
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6820 S 900 E
- Time zone
- MT (UTC-7)
- Office locations
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