Physician Wealth Advisors, Inc.

RIASEC RegisteredEst. 2005

Total AUM

$2B

Discretionary

$1.3B

67% of AUM

Avg account

$340K

Accounts

5,906

Employees

Advisory reps

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

FINTRX

Overview

Physician Wealth Advisors, Inc. is an independent, SEC-registered RIA that has operated since 2005. The firm serves both individual & family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational seminars/workshops. The firm also operates as an insurance broker. The firm reports allocations across public funds and third‑party alternative managers rather than acting as a capital allocator itself. Physician Wealth Advisors was recognized on industry lists in 2020, appearing in the Financial Times Top 300 RIA Firms and in FA Magazine’s Top RIA Firms.