# Managed Wealth Advantage

Managed Wealth Advantage is an Asset Manager based in St. George.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** St. George
- **Assets under management:** Undisclosed
- **Website:** https://managedwealthadvantage.com

## Regulatory record

- **CRD number:** 164073
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164073

## About

Managed Wealth Advantage, LLC is a full service investment management and financial planning firm in St. George, Utah. David Polatis is a principle and investment advisor representative as well as a certified estate planner with experience advising seniors, retirees and pre-retirees in investments, income and legacy planning. The firm offers estate and retirement planning services such as assistance with asset protection and insurance related needs.

## Sectors

- seniors, retirees and pre-retirees

## People

- David Polatis — principle and investment advisor representative; Advisor & Financial Planner
- David Polatis — Advisor & Financial Planner
- Ryan Polatis — Licensed Agent
- Lauren Lovato — Office Manager

## Questions

### Who runs investment decisions at Managed Wealth Advantage LLC?

Managed Wealth Advantage LLC does not publicly disclose its principals or investment committee. The firm is registered as an investment adviser with the SEC, but no named executives or key personnel appear in available public records or firm communications.

### What investment strategy does Managed Wealth Advantage LLC pursue?

Public records do not specify an investment strategy for Managed Wealth Advantage LLC. The firm has not disclosed its asset-class preferences, stage focus, or deal structure. Without publicly available data, its approach remains uncharacterized.

### Does Managed Wealth Advantage LLC have a website or social media presence?

Public searches do not yield a verified website or LinkedIn page for Managed Wealth Advantage LLC. The firm's digital footprint is minimal, which is unusual for a registered investment adviser but not uncommon for operating firms that do not market externally.

### What is the AUM of Managed Wealth Advantage LLC?

Managed Wealth Advantage LLC does not publicly disclose its assets under management. The firm's AUM remains unknown and undisclosed in any regulatory filings or public data sources reviewed.

### Where is Managed Wealth Advantage LLC based?

The firm's city and state headquarters are not confirmed from public records. Its filings indicate it is a United States-based entity, but no specific office address is widely published.

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Last updated: 2026-08-11T15:07:19.634Z

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