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WEALTH WATCH ADVISORS, INC
CRD 172002File 801-96180
APPROVED
Retail clients
Disclosure events
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$612.4M
Above cohort median (national)
Discretionary AUM
$605.4M
Non-discretionary $7.0M
Clients
3,587
3,587 accounts
Employees
62
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 6, 2015
- Principal office
- S VALLEY HWY, 8310, ENGLEWOOD, CO, 80112
- Phone
- 855-822-3708
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $612.4M
- Discretionary AUM
- $605.4M
- Non-discretionary AUM
- $7.0M
- Discretionary accounts
- 3,511
- Non-discretionary accounts
- 76
- Total accounts
- 3,587
- AUM per client
- $171K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 65 | $165.3M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 3,522 | $447.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 54 | 62 | increased by8 |
| Apr 1, 2026 | Clients | 3,533 | 3,587 | increased by54 |
| Apr 1, 2026 | AUM | $473,650,570 | $612,365,110 | increased by$138,714,540 |
| Apr 1, 2026 | Accounts | 3,556 | 3,587 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 54 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 900 | 3,533 | increased by2,633 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $289,087,882 | $473,650,570 | increased by$184,562,688 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,257 | 3,556 | increased by1,299 |
| Feb 1, 2022 | Employees | 52 | 51 | decreased by1 |
| Feb 1, 2022 | Clients | 1,552 | 900 | decreased by652 |
| Feb 1, 2022 | AUM | $177,048,467 | $289,087,882 | increased by$112,039,415 |
| Feb 1, 2022 | Accounts | 1,507 | 2,257 | increased by750 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH WATCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH WATCH” may also match similarly-named firms). Confirm identity against each filing.
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.