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CHOICE WEALTH ADVISORS LLC

WATERVILLE, ME · CRD 297745 · IAPD ↗ · (207) 873-0996

$323.3MRegulatory AUM
3Advisory reps
4Employees
20Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — CHOICE WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
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.