PHYSICIAN WEALTH ADVISORS, INC.
SEC RegisteredSPECIALISTS IN FINANCIAL PLANNING FOR PHYSICIANS
About the firm
Physician Wealth Advisors provides financial products and services for physicians. The firm's mission is to improve the financial well-being and peace of mind of UMA member physicians by providing the best possible financial planning services. They measure success by how well clients achieve their personal financial and life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning (personal and employer-sponsored plans including 401(k), profit sharing, 403(b), 457, defined benefit plans, non-qualified plans, and ESOPs), tax planning, income planning, risk management, debt management, and college funding.
Who they serve
UMA member physicians and physicians generally
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 717 | $213M |
| High Net Worth Individuals | 371 | $1.1B |
| Charitable Organizations | 36 | $663M |
100 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Assets between $0 and $250,000 | 0.80% |
| Assets between $250,000 and $1,000,000 | 0.70% |
| Assets between $1,000,000 and $2,000,000 | 0.60% |
| Assets between $2,000,000 and $10,000,000 | 0.50% |
| Assets above $10,000,000 | 0.40% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PHYSICIAN WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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