Wealth Watch Advisors Inc

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Assets, Funds, Holdings

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Wealth Watch Advisors Inc
CRD #172002
SEC #801-96180
CIK #
AUM $348.5 MM (2024-07-29)
Employees 52 (90% Investors, 0% Brokers)
Phone855-822-3708
AddressS Valley Hwy
Englewood, CO 80112
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 2,160 315.9
(b) Individuals (high net worth individuals) 209 32.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,061 348.5
By Discretionary
Discretionary 2,160 315.9
Non-Discretionary 901 32.6
Total 3,061 348.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 348.5
Total 3,061 348.5
Comparable Firms State AUM ($BB)
MB Levis & Associates LLC
PA 0.3
KG&L Capital Management LLC
LA 0.3
Independence Financial Advisors LLC
NH 0.3
Oak Asset Management LLC
CA 0.3
US Financial Advisors LLC
MA 0.3
Bernardi Asset Management LLC
IL 0.3
Hoxton Planning & Management LLC
WV 0.3
Hillcrest Wealth Advisors - NY LLC
NJ 0.3
Cypress Asset Management Inc
TX 0.3
Arcataur Capital Management LLC
WI 0.3
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