Choice Wealth Advisors LLC

Overview

Choice Wealth Advisors LLC is an SEC registered investment adviser based in Waterville, ME, registered since 2018. It reports $323M in assets under management across 1,247 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$323M

Discretionary

100%

Accounts

1,247

Average account

$259K

Employees

4

Advisory reps

3

Registered since

2018

Jurisdictions

6

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Christopher Arthur Markos Chief Compliance Officer CRD 5523951

Advisory reps 3 of 3

• Matthew J Libby Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6435423
• Christopher Arthur Markos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5523951
• Glenn Richard Whalen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6408056

Location

Headquarters

325D Kennedy Memorial Dr
Waterville, ME 04901

County

Kennebec

Metro area

Augusta-Waterville, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: choiceinvestments.biz

Every state, with registration dates

Similar firms near Waterville

• J.M. Arbour, LLCGardiner, ME$183M AUM
• GRP Retirement PlanningFarmingdale, ME$155M AUM
• Azimuth Capital Management, LLCWinthrop, ME$35.9M AUM
• Maine Center for Wealth Management, LLCAugusta, ME$25.4M AUM
• H.M. PaysonPortland, ME$9.1B AUM