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PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC.
SALT LAKE CITY, Utah
·
7 registered advisors
·
CRD# 106043
SEC# 801-63664
0
801-747-0800
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
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 Planning
Investment Management
Fee-Only Advisory
04
Advisors at PHYSICIAN WEALTH ADVISORS, INC.
7 registered advisors
Curtis Teichert Lamb
SALT LAKE CITY, Utah
CRD# 2774690
Eric Allen Halvorsen
SALT LAKE CITY, Utah
CFP
CRD# 4974344
Jeffrey Dell Zesiger
SALT LAKE CITY, Utah
CRD# 2649450
Margaret Melissa Saez
SALT LAKE CITY, Utah
CRD# 2691049
Mark Thompson Woodruff
SALT LAKE CITY, Utah
CFP
CRD# 2368330
Matthew Tyler Newton
SALT LAKE CITY, Utah
CRD# 2756792
Ryan M Bladen
SALT LAKE CITY, Utah
CRD# 5285743
05
Office Locations
SALT LAKE CITY, Utah
7 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
.