RIA Intel›Advisers›Utah›PHYSICIAN WEALTH ADVISORS, INC.

PHYSICIAN WEALTH ADVISORS, INC.

Advisory

N·SALT LAKE CITY, UT

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$2.0B
1-Year AUM Growth
+15.5%
3-Year CAGR
+5.2%
Employees
7
Assets Under Management
Total AUM$2.0B
Discretionary AUM$1.3B
Non-Discretionary AUM$663M
Discretionary %67%
Total Clients1,102
Team
Total Employees7
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record50
First FilingFeb 27, 2001
Latest FilingMar 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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