Physician Wealth Advisors, Inc.

CRD 106043 · Salt Lake City, UT · $2.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106043
SEC number: 801-63664
Firm type: RIA
Assets under management: $2.0B as of Mar 19, 2026
Website: www.pwa.org ↗
Phone: 801-747-0800
Address: 6820 South 900 East, Salt Lake City, UT, 84047

Advisors at this firm

9 in our index · page 1 of 1

Ryan M BladenCRD 5285743 · Salt Lake City, UT

IA Registered
Patrick James BradyCRD 2862037 · Salt Lake City, UT

IA Registered
Eric Allen HalvorsenCRD 4974344 · Salt Lake City, UT

IA Registered
Wendy Oliver LewisCRD 1683943 · Salt Lake City, UT

IA Registered
Garrett Vinton MerrillCRD 8124546 · Salt Lake City, UT

IA Registered
Margaret Melissa SaezCRD 2691049 · Salt Lake City, UT

IA Registered
Trent L. SearleCRD 4433677 · Salt Lake City, UT

IA Registered
Mark Thompson WoodruffCRD 2368330 · North Salt Lake City, UT

IA Registered

Disclosure event(s) on record
Jeffrey Dell ZesigerCRD 2649450 · Salt Lake City, UT

IA Registered

Source & corrections

Where this page comes from

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