# Wealth Watch Advisors Wealth Watch Advisors is a Bank / Wealth / Trust based in Englewood, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Englewood, United States - **Region:** North America - **Address:** Englewood, CO, United States - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** wealthwatchadvisors.com - **LinkedIn:** https://www.linkedin.com/company/wealth-watch-advisors ## Regulatory record - **CRD number:** 172002 - **SEC file number:** 801-96180 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172002 ## About Founded in 2014 and headquartered in Englewood, Colorado, Wealth Watch Advisors is a registered investment advisor serving individuals, trusts, estates, and small business entities. The firm was established as a boutique advisory practice, not a breakaway from a larger wirehouse, and has grown organically within the Denver metro area. Its regulatory filings show a client base concentrated among individual investors and high-net-worth households, with the firm taking discretionary authority over the majority of the assets it oversees. Wealth Watch Advisors constructs portfolios that lean heavily on publicly traded equities and investment-grade fixed income, supplemented by mutual funds and exchange-traded funds for diversification. The firm does not operate private funds, and its public filings indicate no direct private equity or venture capital activity. Portfolio construction is delivered through separately managed accounts, with the firm acting as the direct manager of client assets. The geographic focus is almost entirely domestic, with client addresses clustered in Colorado and the broader Mountain West region. As of its most recent Form ADV filing, the firm reported regulatory assets under management of approximately $140 million and employed a small team of fewer than ten professionals. The firm does not maintain additional offices outside Englewood. There are no known affiliated philanthropic entities, and Wealth Watch Advisors does not participate in peer networks like Tiger 21 or YPO in any publicly disclosed capacity. The firm has not announced any leadership changes, fund launches, or major operational shifts in the last 24 months. Wealth Watch Advisors' structural posture is that of a classic Main Street RIA: it holds a fiduciary duty to clients under the Investment Advisers Act of 1940, bills fees directly rather than earning commissions, and operates with low institutional complexity. This sets it apart from the hybrid broker-dealer shops that dominate its local market in suburban Denver, where many competitors still derive revenue from commission-based insurance and annuity sales. ## Questions ### Is Wealth Watch Advisors a fiduciary? Yes. As a registered investment advisor regulated by the SEC, the firm is bound by the fiduciary standard under the Investment Advisers Act of 1940. This obligates Wealth Watch Advisors to act in its clients' best interests, disclose conflicts, and avoid self-dealing. The firm confirms its fiduciary status in its Form ADV Part 2A disclosure document, which it is required to offer to every client. ### Does Wealth Watch Advisors offer alternative investments or private funds? No. The firm's public disclosures do not reference any private funds, hedge fund allocations, or direct alternative investment strategies. Portfolio construction relies on publicly traded equities, fixed-income instruments, mutual funds, and ETFs. There is no indication the firm evaluates private equity, venture capital, or real asset co-investments for its clients. ### How does Wealth Watch Advisors charge for its services? The firm charges asset-based fees calculated as a percentage of assets under management, collected directly from client accounts. This fee-only structure means Wealth Watch Advisors does not earn commissions, markups, or revenue-sharing payments from product providers. The absence of commission revenue is a structural characteristic that differentiates it from broker-dealers and dually registered advisors. ## Related profiles - [Wealth Teams Alliance](https://altss.com/profile/wealth-teams-alliance) - [Wealth Well](https://altss.com/profile/wealth-well) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/wealth-watch-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology