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
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.
Latest 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%)
* 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.