Overview
Assets Under Management: $474 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 45
Average Client Assets: $1 million
Frequently Asked Questions
WEALTH WATCH ADVISORS, INC 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 #172002), WEALTH WATCH ADVISORS, INC is subject to fiduciary duty under federal law.
WEALTH WATCH ADVISORS, INC is headquartered in ENGLEWOOD, CO.
WEALTH WATCH ADVISORS, INC serves 45 high-net-worth clients according to their SEC filing dated July 16, 2025. View client details ↓
According to their SEC Form ADV, WEALTH WATCH ADVISORS, INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTH WATCH ADVISORS, INC manages $474 million in client assets according to their SEC filing dated July 16, 2025.
According to their SEC Form ADV, WEALTH WATCH ADVISORS, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.70
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,556
Discretionary Accounts: 3,519
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 172002
Filing ID: 2004248
Last Filing Date: 2025-07-16 16:46:00
Website: https://wealthwatchadvisors.com