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Firm profile

Physician Wealth Advisors, Inc..

SALT LAKE CITY, UTCRD 106043Latest ADV March 19, 2026

Physician Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 19, 2026, reports $2.0B in regulatory assets under management, 15 employees, and 5,906 accounts.

Assets Under Management
$2.0B
Employees
15
Offices
--
Total Clients
1,124
Primary office
SALT LAKE CITY, UT
6820 SOUTH 900 EAST, SUITE 200, SALT LAKE CITY, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey D. Zesiger

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
717
2
HNWI
33.0%
371
3
Pension Plans
3.2%
36

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 19, 2026
Discretionary67.0%
$1.3B
67% of total RAUM67.0%
Non-discretionary33.0%
$663M
33% of total RAUM33.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.0B
Total Accounts5,906
10Y AUM Change+$1.4B (+209.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee75:1
10Y Employee Change+4 (+36.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.