RIA Intel›Advisers›Arizona›W WEALTH ADVISORS LLC

W WEALTH ADVISORS LLC

Advisory

GILBERT, AZ

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

Average account

$75K

across 238 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

101

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients101

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

RETIREMENT WEALTH STRATEGIES, LLC

PHOENIX, AZ

$18M

THE TARASCIO GROUP, LLC

MESA, AZ

$18M

CASTANEDA FINANCIAL MANAGEMENT LLC

$18M

WEALTH GUARDIAN ADVISORY, PLLC

GILBERT, AZ

$18M

THE MONEY GUYS, LLC

$17M

ME FINANCIAL LLC

PHOENIX, AZ

$17M

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