Wealth Watch Advisors, Inc
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 172002
- Registered since
- May 6, 2015
- Website
- wealthwatchadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73%
- HNWI27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Watch Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2015. The firm is individually owned and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing along with hourly and fixed fees. Beyond advisory work the firm also conducts insurance brokerage and accounting activities. The firm is not an active ESG investor and does not present itself as a pension consultant or related adviser. Its stated preference for publicly available pooled vehicles (public funds/mutual funds) sits alongside a willingness to allocate to third‑party alternative managers.
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 Funds48%
- Investment Grade Corp Bonds27%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Owners & executives
3 of 5
Marc Carlson
CFOCRD 6716516

Steven Vrooman
CEO and OwnerCRD 5925817

David Shields
Chief Executive OfficerCRD 6479001
Contacts
3 of 52
Benton Randle
Investment Advisor RepresentativeCRD 5809118

Jeffrey Martin
FounderCRD 5139022

Roy Innella
Fiduciary Financial PlannerCRD 5268142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$393M in ETFs
66%
$258M
22%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CALAMOS AUTOCALLABLE INCOME ETF (CAIE) | Calamos | $35.2M | 1,295,093 | 8.97% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- S Valley Hwy
- Time zone
- MT (UTC-7)
- Office locations
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