Overview
Assets Under Management: $474 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 45
Average Client Assets: $1 million
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