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Wealth Watch Advisors Inc
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CRD # | 172002 |
SEC # | 801-96180 |
CIK # | |
AUM | $348.5 MM (2024-07-29) |
Employees | 52 (90% Investors, 0% Brokers) |
Phone | 855-822-3708 |
Address | S Valley Hwy Englewood, CO 80112 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,160 | 315.9 |
(b) Individuals (high net worth individuals) | 209 | 32.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3,061 | 348.5 |
By Discretionary | ||
Discretionary | 2,160 | 315.9 |
Non-Discretionary | 901 | 32.6 |
Total | 3,061 | 348.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 348.5 | |
Total | 3,061 | 348.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
MB Levis & Associates LLC
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PA | 0.3 |
KG&L Capital Management LLC
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|
LA | 0.3 |
Independence Financial Advisors LLC
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|
NH | 0.3 |
Oak Asset Management LLC
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|
CA | 0.3 |
US Financial Advisors LLC
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|
MA | 0.3 |
Bernardi Asset Management LLC
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|
IL | 0.3 |
Hoxton Planning & Management LLC
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|
WV | 0.3 |
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.3 |
Cypress Asset Management Inc
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|
TX | 0.3 |
Arcataur Capital Management LLC
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|
WI | 0.3 |