PHYSICIAN WEALTH ADVISORS, INC.

PHYSICIAN WEALTH ADVISORS, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 106043). Regulatory assets under management: $2.0B.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (72)

Showing 25 of 72 people.

NameRoleLocation
Curtis Teichert LambDIRECTOR
Steven K MillerDIRECTOR
Michelle S McomberDIRECTOR
Jeffrey Dell ZesigerCHIEF COMPLIANCE OFFICER, PRESIDENT
Howard R WeeksDIRECTOR
Ryan M BladenEXECUTIVE VICE PRESIDENT
Eric Allen HalvorsenEXECUTIVE VICE PRESIDENT
Jason R HoaglandDIRECTOR
Rachel KollDIRECTOR
Wallace Curtis PetersonDIRECTOR
Katherine Marie SecrestDIRECTOR
Jesse N SpencerDIRECTOR
SMITH MICHAEL LDIRECTOR
HAMILTON JAMES WILLIAMDIRECTOR
SORENSON JOHN LEONDIRECTOR; PRESIDENT
BERGESON SCOTTDIRECTOR
THORUP ALVIN ROBERTDIRECTOR
SEARLE TRENT LYNNCHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; VP OF OPERATIONS (+1 more)
SPERRY RICHARD JONESDIRECTOR
MARSDEN JERRYDIRECTOR
VAL BATEMANDIRECTOR
BROWN GORDON DANIELSDIRECTOR
BODILY KURTDIRECTOR
WHEELER CATHERINE JEANNEDIRECTOR
WATKINS MARTIN ARTHURCHIEF OPERATING OFFICER

More on this firm