Wealth Watch Advisors, Inc

Overview

Wealth Watch Advisors, Inc. operates as an independent, SEC-registered registered investment adviser (corporate owner type) that began registration in 2015. The firm positions itself as a comprehensive advisor to individuals and families, combining financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It also provides services through its insurance broker and accountant activities, reflecting a blend of advisory and ancillary services. The firm bills through a mix of percentage-of-AUM fees and flat/hourly arrangements, and is identified as a capital allocator, indicating it places client capital with third-party managers in addition to managing assets directly. Wealth Watch Advisors is not characterized as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices