firm profile
Physician Wealth Advisors, Inc.
Overview
Physician Wealth Advisors, Inc. is an SEC registered investment adviser based in Midvale, UT, registered since 2005. It reports $2B in assets under management across 5,906 accounts, with 15 employees. It has 9 investment adviser representatives.
- Reported AUM
- $2B
- Discretionary
- 67%
- Accounts
- 5,906
- Average account
- $34K
- Employees
- 15
- Advisory reps
- 9
- Registered since
- 2005
- Jurisdictions
- 11
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 12
- Jeffrey Dell Zesiger Chief Compliance Officer, President CRD 2649450
- Curtis Teichert Lamb Director CRD 2774690
- Howard R Weeks Director CRD 6908585
9 more executive officers, with direct contact details
Advisory reps 3 of 9
- Ryan Miles Bladen Insurance Agent · Investment Adviser Rep CRD 5285743
- Patrick James Brady Insurance Agent · Investment Adviser Rep CRD 2862037
- Eric A Halvorsen Insurance Agent · Investment Adviser Rep CRD 4974344
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6820 S 900 E Ste 200
Midvale, UT 84047 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 11 jurisdictions
- Website: pwa.org
Every state, with registration dates
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