Data / Investment advisers / Utah / Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc., Salt Lake City, UT: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Physician Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $2 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
The request: Watch Physician Wealth Advisors, Inc. (CRD number 106043): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106043
- SEC file number
- 801-63664
- SEC status
- Approved, effective January 3, 2005
- Main office
- 6820 South 900 East Suite 200, Salt Lake City, UT 84047
- Phone
- (801) 747-0800
- Website
- pwa.org
- Regulatory AUM
- $2,006,590,538 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $1,343,537,209
- Non discretionary AUM
- $663,053,329
- Accounts
- 5,906
- Employees
- 15, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 371 | $1.13 billion |
| Pension and profit sharing plans | 36 | $663.1 million |
| Individuals (other than high net worth individuals) | 717 | $212.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.01 billion | March 19, 2026 |
| December 1, 2025 | $1.73 billion | March 19, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crewe Advisors | Salt Lake City | $3.05 billion | 1 | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | $2.63 billion | 28 | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 6 | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | $2.09 billion | 1 | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 3 | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Physician Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.