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Choice Wealth Advisors LLC

● SEC registered since 2018CRD 297745SEC# 801-113869Waterville, ME
Export (members)
Reg. AUM
$293.7M
Employees
5
Accounts
1,227
Location
Waterville, ME

Choice Wealth Advisors LLC assets under management

Choice Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Waterville, ME. The firm has been registered since 2018. It reports $293.7 million in regulatory assets under management and employs 5 people.

Choice Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Choice Investments ControlManaging MemberOver 75%2018
Christopher Arthur Markos ControlChief Compliance OfficerUnder 5%2018
Christopher Arthur Markos ControlOwnerOver 75%2021

Frequently asked questions

How much does Choice Wealth Advisors LLC manage?

Choice Wealth Advisors LLC reports $293.7 million in regulatory assets under management on its Form ADV.

How many employees does Choice Wealth Advisors LLC have?

Choice Wealth Advisors LLC reports 5 employees.

Where is Choice Wealth Advisors LLC located?

Choice Wealth Advisors LLC is based in Waterville, ME and has been SEC-registered since 2018.

Does Choice Wealth Advisors LLC disclose fund performance?

Choice Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address325-D Kennedy Memorial Drive, Waterville, ME 04901
Phone(207) 873-0996
Fax866-910-2339
Office hours9:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$293.7M
Non-discretionary$0
Total (RAUM)$293.7M