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PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043File 801-63664
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$1.34B
Non-discretionary $663.1M
Clients
1,124
5,906 accounts
Employees
15
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 2005
- Principal office
- 6820 SOUTH 900 EAST, SUITE 200, SALT LAKE CITY, UT, 84047
- Phone
- 801-747-0800
- Website
- HTTP://WWW.PWA.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.01B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $663.1M
- Discretionary accounts
- 3,176
- Non-discretionary accounts
- 2,730
- Total accounts
- 5,906
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 371 | $1.13B |
| Pension and profit sharing plans | 36 | $663.1M |
| Individuals (other than high net worth individuals) | 717 | $212.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.