# Best Wealth Advisory

Best Wealth Advisory is an Asset Manager based in Saint George, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Saint George, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Assets under management:** Undisclosed
- **Website:** https://bestwealthadvisory.com

## Regulatory record

- **CRD number:** 326526
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326526

## About

Best Wealth Advisory is a Southern Utah financial planner offering comprehensive financial planning with a Certified Financial Planner CFP®. They take a holistic approach to personal finances and address areas including financial independence, investments, insurance, taxes, cash flow, debt, estate, business, legacy, and real estate. Advisory fees are based on the market value of assets under management.

## People

- William E. Sena III — Chief Compliance Officer, President, Managing Member

## Questions

### Who is the controlling person at Best Wealth Advisory?

William E. Sena III holds full control as President, Chief Compliance Officer, and managing member. He is the sole listed principal on regulatory filings and the designated supervisor for all advisory and insurance activities. The firm has no outside ownership according to its disclosure documents.

### What investment products does Best Wealth Advisory primarily use?

The firm constructs client portfolios using mutual funds, ETFs, and individual equity and fixed-income securities. Its Form ADV states it does not engage in private placements, hedge funds, or alternative investments. On the insurance side, it acts as a general agency placing life insurance, health insurance, and variable annuities.

### What is the firm's regulatory asset total and client base?

Best Wealth Advisory reported approximately $59 million in regulatory assets under management across 236 accounts in its most recent Form ADV filing. The client base consists of individuals who do not qualify as high-net-worth under SEC definitions, along with a small number of pension and profit-sharing plans and charitable organizations.

### Is Best Wealth Advisory affiliated with any other financial services firms?

The firm has disclosed no affiliations with broker-dealers, banks, or other investment advisers. It is independently operated by Sena and maintains its advisory client assets at unaffiliated qualified custodians.

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Last updated: 2026-08-11T15:06:13.093Z

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