# Physician Wealth Advisors

Physician Wealth Advisors is a Multi Family Office based in Salt Lake City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** physicianwealthadvisors.com

## Regulatory record

- **CRD number:** 106043
- **SEC file number:** 801-63664
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106043

## About

PHYSICIAN WEALTH ADVISORS, INC. is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2005. The firm manages $2.0 billion in assets, $1.3 billion on a discretionary basis. It has 15 employees and 7 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Healthcare

## Questions

### Who runs investment decisions at Physician Wealth Advisors?

The firm is led by a team of physician-advisers, many of whom hold the CFP® designation. Specific names and roles are not publicly disclosed, but the firm's ADV brochure states that all advisory services are supervised by its principals (per SEC IARD).

### What investment stages and asset classes does Physician Wealth Advisors typically target?

The firm primarily manages liquid public-market assets—stocks, bonds, ETFs—and advises on real estate, private placements, and insurance products. It does not run a venture capital or private equity fund; rather, it allocates client capital to third-party managers and direct holdings as part of a diversified plan.

## Related profiles

- [Stamper Capital & Investments](https://altss.com/profile/stamper-capital-and-investments-inc)
- [Klopp Investment Management LLC](https://altss.com/profile/klopp-investment-management-llc)

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Last updated: 2026-07-06T01:24:23.267Z

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