Firm profile

CHOICE WEALTH ADVISORS LLC

WATERVILLE, MECRD 297745Latest ADV February 13, 2026

Choice Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waterville, ME. Its latest Form ADV filing, dated February 13, 2026, reports $323M in regulatory assets under management, 4 employees, and 1,247 accounts.

Assets Under Management
$323M
Employees
4
Offices
--
Total Clients
602
Primary office
WATERVILLE, ME
325-D KENNEDY MEMORIAL DRIVE, WATERVILLE, ME, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher A. Markos

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

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 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
514
2
HNWI
14.6%
88
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$323Mas of February 13, 2026
Discretionary100.0%
$323M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$323M
Total Accounts1,247
10Y AUM Change+$323M

Employee Growth by Quarter

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

Total Employees4
Clients per Employee151:1
10Y Employee Change-1 (-20.0%)

* 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.