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| Choice Wealth Advisors LLC
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|---|---|
| CRD # | 297745 |
| SEC # | 801-113869 |
| CIK # | 0001842357 |
| AUM | 323.3 M (2026-02-13) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 207-873-0996 |
| Address | 325D Kennedy Memorial Drive Waterville, ME 04901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.6 | ||
| Amazon Com Inc | 8.4 | ||
| Nvidia Corp | 4.3 | ||
| Tesla Motors Inc | 1.5 | ||
| State Street Corp | 1.1 | ||
| Teradyne Inc | 0.9 | ||
| General Electric Co | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 514 | 118.0 |
| (b) Individuals (high net worth individuals) | 88 | 196.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.0 |
| (i) State or municipal government entities | 0 | 4.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,247 | 323.3 |
| By Discretionary | ||
| Discretionary | 1,247 | 323.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,247 | 323.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.3 | |
| Total | 1,247 | 323.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842357] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 (1 non-US) |
| Serves | Institutional, Retail |
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