Overview
Assets Under Management: $294 million
Headquarters: WATERVILLE, ME
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
CHOICE WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297745), CHOICE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
CHOICE WEALTH ADVISORS LLC is headquartered in WATERVILLE, ME.
CHOICE WEALTH ADVISORS LLC serves 58 high-net-worth clients according to their SEC filing dated February 01, 2025. View client details ↓
According to their SEC Form ADV, CHOICE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CHOICE WEALTH ADVISORS LLC manages $294 million in client assets according to their SEC filing dated February 01, 2025.
According to their SEC Form ADV, CHOICE WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,227
Discretionary Accounts: 1,227
Regulatory Filings
CRD Number: 297745
Last Filing Date: 2025-02-01 00:00:00
Website: https://choicewealthadv.com