Wealth Watch Advisors, Inc
● SEC registered since 2015CRD 172002SEC# 801-96180Englewood, CO
Reg. AUM
$612.4M
Employees
62
Accounts
3,587
Location
Englewood, CO
Wealth Watch Advisors, Inc assets under management
Wealth Watch Advisors, Inc operates as an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 2015. It reports $612.4 million in regulatory assets under management and employs 62 people.
Wealth Watch Advisors, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David A Shields Control | Shareholder, President, Chief Executive Officer | 25-50% | 2015 |
| James Jurica | Shareholder And Director Of Advisor Development | 5-10% | 2026 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Watch Advisors, Inc manage?
Wealth Watch Advisors, Inc reports $612.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Watch Advisors, Inc have?
Wealth Watch Advisors, Inc reports 62 employees.
Where is Wealth Watch Advisors, Inc located?
Wealth Watch Advisors, Inc is based in Englewood, CO and has been SEC-registered since 2015.
Does Wealth Watch Advisors, Inc disclose fund performance?
Wealth Watch Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | S Valley Hwy, 8310, Englewood, CO 80112 |
| Phone | 855-822-3708 |
| Fax | 904-320-0031 |
| Office hours | 9:00 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$612.4M▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$612.4Mregulatory AUM
Discretionary $605.4MNon-discretionary $7M