| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Teichert Lamb Control | Director | Under 5% | 2021 |
| Eric Allen Halvorsen Control | Executive Vice President | Under 5% | 2020 |
| Howard R Weeks | Director | Under 5% | 2018 |
Physician Wealth Advisors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
Physician Wealth Advisors, Inc. reports 15 employees.
Physician Wealth Advisors, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2005.
Physician Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6820 South 900 East, Suite 200, Salt Lake City, UT 84047 |
| Phone | 801-747-0800 |
| Fax | 801-747-3520 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1795173 |
| Discloses disciplinary history | No |
| Discretionary | $1.09B |
| Non-discretionary | $644M |
| Total (RAUM) | $1.73B |