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CHOICE WEALTH ADVISORS LLC
CRD 297745File 801-113869
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$323.3M
Below cohort median (national)
Discretionary AUM
$323.3M
Clients
602
1,247 accounts
Employees
4
Above cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 17, 2018
- Principal office
- 325-D KENNEDY MEMORIAL DRIVE, WATERVILLE, ME, 04901
- Phone
- (207) 873-0996
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $323.3M
- Discretionary AUM
- $323.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,247
- Non-discretionary accounts
- 0
- Total accounts
- 1,247
- AUM per client
- $537K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $295K |
| Charitable organizations | Fewer than 5 | $4.0M |
| High net worth individuals | 88 | $196.9M |
| State or municipal government entities | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 514 | $118.0M |
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 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2026 | AUM | $293,723,932 | $323,340,166 | increased by$29,616,234 |
| Mar 1, 2026 | Accounts | 1,227 | 1,247 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 580 | 602 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $256,875,445 | $293,723,932 | increased by$36,848,487 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,173 | 1,227 | increased by54 |
| Feb 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Feb 1, 2022 | Clients | 521 | 580 | increased by59 |
| Feb 1, 2022 | AUM | $191,283,830 | $256,875,445 | increased by$65,591,615 |
| Feb 1, 2022 | Accounts | 1,048 | 1,173 | increased by125 |
| 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 “CHOICE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHOICE WEALTH” 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.