Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. (CRD# 106043) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,532,368,890 in 6,048 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,532MILLION
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Total Number of Accounts6,048ACCOUNTS
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Average Account Value$253,368
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, ID, LA, MT, OR, TX, UT, VA, WA
Ryan Bladen (CRD# 5285743) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Patrick Brady (CRD# 2862037) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.
Eric Halvorsen (CRD# 4974344) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.
Wendy Lewis (CRD# 1683943) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 36 years of experience in the finance industry.
Margaret Saez (CRD# 2691049) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Trent Searle (CRD# 4433677) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has 21 year of experience in the finance industry. Trent Searle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Mark Woodruff (CRD# 2368330) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in North Salt Lake City, UT and has over 30 years of experience in the finance industry.
Jeffrey Zesiger (CRD# 2649450) is an Investment Advisor Representative working at Physician Wealth Advisors, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.