|
⚲
|
| Keyboard |
| Physician Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 106043 |
| SEC # | 801-63664 |
| CIK # | 0001795173 |
| AUM | 2,006.6 M (2026-03-19) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 801-747-0800 |
| Address | 6820 South 900 East Salt Lake City, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.3 | ||
| Nvidia Corp | 10.4 | ||
| Microsoft Corp | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 717 | 0.2 |
| (b) Individuals (high net worth individuals) | 371 | 1.1 |
| (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 | 36 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,906 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,176 | 1.3 |
| Non-Discretionary | 2,730 | 0.7 |
| Total | 5,906 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 5,906 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001795173] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 100 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Natural Investments Pbllc
✚
|
2,049.9 M | |
|
Alpen Partners International AG
✚
|
2,030.5 M | |
|
Pronvest LLC DBA Future Capital
✚
|
TN | 2,015.8 M |
|
Stack Financial Management Inc
✚
|
MT | 1,992.2 M |
|
Raymond James USA Ltd
✚
|
1,991.4 M | |
|
Balefire LLC
✚
|
TX | 1,988.8 M |
|
Midwestern Securities Trading Company LLC
✚
|
IL | 1,984.9 M |
|
JSF Financial LLC
✚
|
CA | 1,972.3 M |
|
The Fiduciary Group LLC
✚
|
GA | 1,969.3 M |
|
The Norden Group LLC
✚
|
UT | 1,967.9 M |