← Tributary

PHYSICIAN WEALTH ADVISORS, INC.

SALT LAKE CITY, UT · CRD 106043 · IAPD ↗ · pwa.org · 801-747-0800

$2.01BRegulatory AUM
7Advisory reps
15Employees
100Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PHYSICIAN WEALTH ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — PHYSICIAN WEALTH ADVISORS, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.