Wealth Watch Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 31, 2026, reports $612M in regulatory assets under management, 62 employees, 39 offices, and 3,587 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
3,522
2
HNWI
1.8%
65
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$612Mas of March 31, 2026
Discretionary98.9%
$605M
99% of total RAUM98.9%
Non-discretionary1.1%
$7M
1% of total RAUM1.1%
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$612M
Total Accounts3,587
10Y AUM Change+$553M (+927.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee58:1
10Y Employee Change+32 (+106.7%)
* 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.