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Wealth Watch Advisors, Inc

● SEC registered since 2015CRD 172002SEC# 801-96180Englewood, CO
Export (members)
Reg. AUM
$473.7M
Employees
54
Accounts
3,556
Location
Englewood, CO

Wealth Watch Advisors, Inc assets under management

Wealth Watch Advisors, Inc operates as an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 2015. It reports $473.7 million in regulatory assets under management and employs 54 people.

Wealth Watch Advisors, Inc owners & executives

4 reported
NameTitleOwnershipSince
David A Shields ControlShareholder/Member25-50%2015
John Patrick LynchShareholder/Member5-10%2017
Tyrone Clark ControlShareholder/Member25-50%2015
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Frequently asked questions

How much does Wealth Watch Advisors, Inc manage?

Wealth Watch Advisors, Inc reports $473.7 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Watch Advisors, Inc have?

Wealth Watch Advisors, Inc reports 54 employees.

Where is Wealth Watch Advisors, Inc located?

Wealth Watch Advisors, Inc is based in Englewood, CO and has been SEC-registered since 2015.

Does Wealth Watch Advisors, Inc disclose fund performance?

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

Contact & registration

AddressS Valley Hwy, 8310, Englewood, CO 80112
Phone855-822-3708
Fax904-320-0031
Office hours9:00 - 5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$437.1M
Non-discretionary$36.6M
Total (RAUM)$473.7M