firm profile
Wealth Watch Advisors, Inc
Overview
Wealth Watch Advisors, Inc is an SEC registered investment adviser based in Englewood, CO, registered since 2015. It reports $612M in assets under management across 3,587 accounts, with 62 employees. It has 54 investment adviser representatives.
- Reported AUM
- $612M
- Discretionary
- 99%
- Accounts
- 3,587
- Average account
- $171K
- Employees
- 62
- Advisory reps
- 54
- Registered since
- 2015
- Jurisdictions
- 42
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- David A Shields Shareholder, President, Chief Executive Officer CRD 6479001
- Jeffrey Andrew Smith Chief Compliance Officer CRD 4926961
- William Earl Gastl Shareholder, Chief Operating Officer CRD 2053860
2 more executive officers, with direct contact details
Advisory reps 3 of 54
- Andrew Lee Arehart Insurance Agent · Investment Adviser Rep CRD 2692608
- Christopher R Benson Insurance Agent · Investment Adviser Rep CRD 6786043
- Berry Shotah Burkhart Insurance Agent · Investment Adviser Rep CRD 6492814
51 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 8310 S Valley Hwy
Englewood, CO 80112 - County
- Douglas
- Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- SEC registered
- Registered in 42 jurisdictions
- Website: solomonway.com
Every state, with registration dates
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- Wakefield Wealth Management, LLLPEnglewood, CO$513M AUM
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