Physician Wealth Advisors, Inc.
● SEC registered since 2005CRD 106043SEC# 801-63664Salt Lake City, UT
Reg. AUM
$2.01B
Employees
15
Accounts
5,906
Location
Salt Lake City, UT
Physician Wealth Advisors, Inc. assets under management
Physician Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2005. It reports $2 billion in regulatory assets under management and employs 15 people.
Physician Wealth Advisors, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Teichert Lamb Control | Director | Under 5% | 2021 |
| Eric Allen Halvorsen Control | Executive Vice President | Under 5% | 2020 |
| Howard R Weeks | Director | Under 5% | 2018 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Physician Wealth Advisors, Inc. manage?
Physician Wealth Advisors, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Physician Wealth Advisors, Inc. have?
Physician Wealth Advisors, Inc. reports 15 employees.
Where is Physician Wealth Advisors, Inc. located?
Physician Wealth Advisors, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2005.
Does Physician Wealth Advisors, Inc. disclose fund performance?
Physician Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6820 South 900 East, Suite 200, Salt Lake City, UT 84047 |
| Phone | 801-747-0800 |
| Fax | 801-747-3520 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1795173 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.01B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.01Bregulatory AUM
Discretionary $1.34BNon-discretionary $663.1M