Managed Wealth Advantage, LLC

Managed Wealth Advantage, LLC (CRD# 164073) is a financial advisory firm headquartered in Saint George, UT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Managed Wealth Advantage, LLC
Showing 1 - 1 of 1 top financial advisors.
David D. Polatis
CRD#: 3129836
1240 East 100 South, Suite 3, Saint George, UT 84790

David Polatis (CRD# 3129836) is an Investment Advisor Representative working at Managed Wealth Advantage, LLC in Saint George, UT and has over 17 years of experience in the finance industry.

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