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They include 717 individual clients, 371 high-net-worth individuals, and 36 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Physician Wealth Advisors offer?","answer":"Physician Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Physician Wealth Advisors charge?","answer":"Physician Wealth Advisors charges 0.40%–0.80% a year for its Investment management fees. The fee is billed in arrears.","source":"PHYSICIAN WEALTH ADVISORS FORM ADV 2 BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Physician Wealth Advisors use?","answer":"Physician Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.23B, Charles Schwab & Co., Inc. (Westlake, TX), with $26.8M and Ameritas Investment Company, LLC (Lincoln, NE), with $14.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Physician Wealth Advisors have?","answer":"Physician Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Physician Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Physician Wealth Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents, 4% state and local bonds, 4% pooled vehicles (private funds and similar), 4% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 4% other category is described as: Separately Managed Accounts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Physician Wealth Advisors?","answer":"Physician Wealth Advisors’ direct owner is Utah Medical Association (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Physician Wealth Advisors get paid?","answer":"Physician Wealth Advisors is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}