PHYSICIAN WEALTH ADVISORS, INC.

SALT LAKE CITY, Utah·31 registered advisors·CRD# 106043
SEC# 801-636640801-747-0800
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
31
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PHYSICIAN WEALTH ADVISORS, INC.

31 registered advisors
Alvin Robert Thorup
SALT LAKE CITY, Utah
B. Dee Allred
SALT LAKE CITY, Utah
Brian C. Hales
SALT LAKE CITY, Utah
Brian E. Shiozawa
SALT LAKE CITY, Utah
C. Kerry Stratford
SALT LAKE CITY, Utah
Curtis Teichert Lamb
SALT LAKE CITY, Utah
Douglas J. Reinhart
SALT LAKE CITY, Utah
Elizabeth F. Howell
SALT LAKE CITY, Utah
Eric Allen Halvorsen
SALT LAKE CITY, Utah
George Cannon
SALT LAKE CITY, Utah
Howard R Weeks
SALT LAKE CITY, Utah
Jason R Hoagland
SALT LAKE CITY, Utah
Jefforey R. Thorpe
SALT LAKE CITY, Utah
Jeffrey Dell Zesiger
SALT LAKE CITY, Utah
Jesse N Spencer
SALT LAKE CITY, Utah
John C. Bailey
SALT LAKE CITY, Utah
John Leon Sorenson
SALT LAKE CITY, Utah
Katherine Marie Secrest
SALT LAKE CITY, Utah
Kim Bateman
SALT LAKE CITY, Utah
Margaret Melissa Saez
SALT LAKE CITY, Utah
Mark Thompson Woodruff
SALT LAKE CITY, Utah
Matthew Tyler Newton
SALT LAKE CITY, Utah
Michelle S. Mcomber
SALT LAKE CITY, Utah
Nicole D. Jeffreys
SALT LAKE CITY, Utah
Paul N. Clayton
SALT LAKE CITY, Utah
Rachel Koll
SALT LAKE CITY, Utah
Ryan M Bladen
SALT LAKE CITY, Utah
Stephen D. Scharmann
SALT LAKE CITY, Utah
Steven K. Miller
SALT LAKE CITY, Utah
Wallace Curtis Peterson
SALT LAKE CITY, Utah
William L. Hamilton
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
31 advisors

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Data sourced from SEC Form ADV filings. PHYSICIAN WEALTH ADVISORS, INC. (CRD# 106043) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.