Wealth Watch Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Wealth Watch Advisors reports 3,587 clients. They include 3,522 individual clients and 65 high-net-worth individuals. Of its assets, 98.9% ($605M across 3,511 accounts) are managed with discretion; $6.97M across 76 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 73% |
| High-net-worth individuals | 2% | 27% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 0% | 0% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,522 | $447M | 73.0% | $127K |
| High-net-worth individuals | 65 | $165M | 27.0% | $2.54M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 3,587 | $612M | 100% | — |
- Clients
- 3,522
- Regulatory AUM
- $447M
- AUM share
- 73.0%
- Avg. per client
- $127K
- Clients
- 65
- Regulatory AUM
- $165M
- AUM share
- 27.0%
- Avg. per client
- $2.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 3,587
- Regulatory AUM
- $612M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealth Watch Advisors charges 0.77%–1.95% a year for its Portfolio Management Services. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning (Fixed Fee)
- Fixed fee for a financial plan typically between $250 and $5,000, negotiable, based on a good-faith estimate of hours.
- Financial Planning (Hourly Fee)
- Hourly fee typically between $100 and $300, negotiable; fees for a financial plan cannot exceed $5,000 annually.
David Shields owns 25% to 50% of Wealth Watch Advisors. David Shields is CEO; the leadership team includes Chief Operating Officer William Gastl and Chief Compliance Officer Jeffrey Smith. It has 62 employees, 52 of them in advisory roles.
Staff
- 62 employees
- 52 in advisory functions
- 52 state-registered reps
- 42 insurance agents
- 5 soliciting firms
- Owns 25% to 50% of Wealth Watch Advisors, Inc
David Shields
Control person · since April 2015
- Owns 25% to 50% of Wealth Watch Advisors, Inc
Tyrone Clark
Control person · since April 2015
- Owns 10% to 25% of Wealth Watch Advisors, Inc
William Gastl
Control person · since August 2017
- Owns 5% to 10% of Wealth Watch Advisors, Inc
James Jurica
since January 2026
Wealth Watch Advisors’ regulatory assets grew 3.5× from $177M (June 2021) to $612M (July 2026); clients rose from 1,552 to 3,587 and employees from 52 to 62.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $612M | 3,587 | 62 | 40 |
| Jul 2025July 2025 | $474M | 3,533 | 54 | 40 |
| Jul 2024July 2024 | $348M | 2,369 | 52 | 48 |
| Jul 2023July 2023 | $234M | 1,147 | 50 | 48 |
| Feb 2022February 2022 | $289M | 900 | 51 | 48 |
| Jun 2021June 2021 | $177M | 1,552 | 52 | 36 |
Besides its headquarters, Wealth Watch Advisors has 39 offices (19 private residences, listed without an address), with 21 listed addresses across 11 states.
Texas · 5 listed addresses
- 207 E. San Antonio, New Braunfels
- 300 E. Sonterra BLVD, San Antonio
- 705 Cargill DR, Spicewood
- 401 E. Sonterra BLVD, San Antonio
- 17422 Oconnor RD, San Antonio
California · 3 listed addresses
- 1145 178th Street, Artesia
- 600 S. Andreasen, Escondido
- 12907 Alcosta BLVD, San Ramon
Colorado · 3 listed addresses
- S Valley Hwy, 8310, EnglewoodHQ
- 1870 West 122nd Ave, Westminster
- 8310 S. Valley Highway, Englewood
Arizona · 2 listed addresses
- 15331 W. Bell Road, Surprise
- 13120 N Breeze Way, Maricopa
Oregon · 2 listed addresses
- 12980 SW Katherine Street, Tigard
- 500 Se Butler RD, Gresham
Arkansas · 1 listed address
- 217 East Dickson Street, Fayetteville
Florida · 1 listed address
- 4545 SW 60th Ave, Ocala
Georgia · 1 listed address
- 3001 Monroe Highway, Bogart
Idaho · 1 listed address
- 134 Ostrander STR, Twin Falls
Illinois · 1 listed address
- 1900 E. Golf Road, Schaumberg
Oklahoma · 1 listed address
- 12711 S. Date Street, Jenks
Other business names
Wealth Watch Advisors has reported 22 other business names to the SEC.
- Altus Wealth Strategies, Inc
- Burkhart,peterson & Company
- Cannon Financial Group
- Clear Direction Financial
- Cse Capital Management and Insurance Services, Inc
- E. H. Howard Wealth Mangement, LLC.
- Hughes Retirement & Financial Strategies
- J. Martin Wealth Management
- Linked Investment LTD
- Mercer Financial Group
- Packard Advisory
- Retire Happily
Show all 22 names
- Sanders Independent Consulting
- Scott Financial Services
- Senior and Family Financial, LLC
- Shield Financial and Insurance Services, Inc.
- Silverback Financial LLC
- Stoneway Financial Services
- Strong Financial, Inc
- The Solomon Group Inc-Insurance Sales
- Truskor Wealth Group
- Worth Retirement Advisors
Contact and registration details
- Legal name
- Wealth Watch Advisors, Inc
- Headquarters
- S Valley Hwy, 8310, Englewood, CO 80112
- Website
- wealthwatchadvisors.com
- Phone
- 855-822-3708
- SEC file
- 801-96180
- Structure
- Texas corporation
- Fiscal year end
- December
Wealth Watch Advisors’ named custodian for separately managed accounts is Charles Schwab ($439M). Wealth Watch Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $439M100%
At year end, Wealth Watch Advisors’ separately managed accounts were largely in funds (48%) and bonds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $308M across 142 positions; the largest are Calamos ETF TR (11.4%), Northern Lts FD TR Iii (9.0%) and SPDR Series Trust (7.2%).
What the accounts hold
- Stocks15%
- Funds48%
- Bonds27%
- Cash10%
How many clients does Wealth Watch Advisors have?
Wealth Watch Advisors has 3,587 clients and manages $612 million for them, as of July 2026. They include 3,522 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Wealth Watch Advisors offer?
Wealth Watch Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Watch Advisors charge?
Wealth Watch Advisors charges 0.77%–1.95% a year for its Portfolio Management Services.
Source: PART 2A - WEALTH WATCH ADVISORS, INC., filed 6 July 2026
Which custodians does Wealth Watch Advisors use?
Wealth Watch Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $439M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Wealth Watch Advisors have?
Wealth Watch Advisors has 52 investment adviser representatives registered with state securities authorities, out of 62 employees, and 52 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 42 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
What does Wealth Watch Advisors invest in?
At the end of its last fiscal year, Wealth Watch Advisors’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 27% investment grade corporate bonds, 15% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Watch Advisors?
Wealth Watch Advisors’ direct owners are David Shields, Tyrone Clark, William Gastl and James Jurica, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Wealth Watch Advisors get paid?
Wealth Watch Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Watch Advisors?
Wealth Watch Advisors’ main office is at S Valley Hwy, 8310, Englewood, CO 80112. Its phone number is 855-822-3708. Its website is wealthwatchadvisors.com.