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| Happy Holidays!! thanks for using AUM13F!! |
| Physician Wealth Advisors Inc
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| CRD # | 106043 |
| SEC # | 801-63664 |
| CIK # | 0001795173 |
| AUM | $1.7 B (2025-03-19) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 801-747-0800 |
| Address | 6820 South 900 East Salt Lake City, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001795173 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.7 | ||
| Microsoft Corp | 8.2 | ||
| Nvidia Corp | 7.5 | ||
| Healthequity Inc | 5.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 734 | 195.5 |
| (b) Individuals (high net worth individuals) | 332 | 890.4 |
| (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 | 644.0 |
| (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 | 5,721 | 1,729.8 |
| By Discretionary | ||
| Discretionary | 2,991 | 1,085.9 |
| Non-Discretionary | 2,730 | 644.0 |
| Total | 5,721 | 1,729.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,729.8 | |
| Total | 5,721 | 1,729.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001795173] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Heartland Consultants Inc
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|
MO | 1.8 |
|
The Norden Group LLC
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UT | 1.7 |
|
CFO4Life Group LLC
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TX | 1.7 |
|
Fiduciary Advisors Inc
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|
MO | 1.7 |
|
Ellenbecker Investment Group Inc
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WI | 1.7 |
|
JSF Financial LLC
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CA | 1.7 |
|
The Fiduciary Group LLC
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|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |