Choice Wealth Advisors LLC
● SEC registered since 2018CRD 297745SEC# 801-113869Waterville, ME
Reg. AUM
$323.3M
Employees
4
Accounts
1,247
Location
Waterville, ME
Choice Wealth Advisors LLC assets under management
Choice Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Waterville, ME. The firm has been registered since 2018. It reports $323.3 million in regulatory assets under management and employs 4 people.
Choice Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Choice Investments Control | Managing Member | Over 75% | 2018 |
| Christopher Arthur Markos Control | Chief Compliance Officer | Under 5% | 2018 |
| Christopher Arthur Markos Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Choice Wealth Advisors LLC manage?
Choice Wealth Advisors LLC reports $323.3 million in regulatory assets under management on its Form ADV.
How many employees does Choice Wealth Advisors LLC have?
Choice Wealth Advisors LLC reports 4 employees.
Where is Choice Wealth Advisors LLC located?
Choice Wealth Advisors LLC is based in Waterville, ME and has been SEC-registered since 2018.
Does Choice Wealth Advisors LLC disclose fund performance?
Choice Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 325-D Kennedy Memorial Drive, Waterville, ME 04901 |
| Phone | (207) 873-0996 |
| Fax | 866-910-2339 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$323.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$323.3Mregulatory AUM
Discretionary $323.3M