# PHYSICIAN WEALTH ADVISORS, INC.

PHYSICIAN WEALTH ADVISORS, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 106043
- Type: SEC-registered investment adviser
- SEC file number: 801-63664
- Location: 6820 SOUTH 900 EAST, SUITE 200, SALT LAKE CITY, UT, 84047
- Phone: 801-747-0800
- Latest filing: 2026-03-19
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $663.1M
- Clients: 15
- Accounts: 5,906

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (72)

_Showing 25 of 72 people._

| Name | Role | Location |
| --- | --- | --- |
| Curtis Teichert Lamb | DIRECTOR | — |
| Steven K Miller | DIRECTOR | — |
| Michelle S Mcomber | DIRECTOR | — |
| Jeffrey Dell Zesiger | CHIEF COMPLIANCE OFFICER, PRESIDENT | — |
| Howard R Weeks | DIRECTOR | — |
| Ryan M Bladen | EXECUTIVE VICE PRESIDENT | — |
| Eric Allen Halvorsen | EXECUTIVE VICE PRESIDENT | — |
| Jason R Hoagland | DIRECTOR | — |
| Rachel Koll | DIRECTOR | — |
| Wallace Curtis Peterson | DIRECTOR | — |
| Katherine Marie Secrest | DIRECTOR | — |
| Jesse N Spencer | DIRECTOR | — |
| SMITH MICHAEL L | DIRECTOR | — |
| HAMILTON JAMES WILLIAM | DIRECTOR | — |
| SORENSON JOHN LEON | DIRECTOR; PRESIDENT | — |
| BERGESON SCOTT | DIRECTOR | — |
| THORUP ALVIN ROBERT | DIRECTOR | — |
| SEARLE TRENT LYNN | CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; VP OF OPERATIONS (+1 more) | — |
| SPERRY RICHARD JONES | DIRECTOR | — |
| MARSDEN JERRY | DIRECTOR | — |
| VAL BATEMAN | DIRECTOR | — |
| BROWN GORDON DANIELS | DIRECTOR | — |
| BODILY KURT | DIRECTOR | — |
| WHEELER CATHERINE JEANNE | DIRECTOR | — |
| WATKINS MARTIN ARTHUR | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106043/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106043/similar
- Related entities: https://search.stillhousedata.com/firm/106043/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106043

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.