Wealth Watch Advisors, LLC is a large advisory firm based in Englewood. It manages $225.57 million of regulatory assets for 2,055 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.
Wealth Watch Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Watch Advisors, LLC is $225.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Watch Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Wealth Watch Advisors is individuals with 467 clients and $177.4 million of assets under management. Among the 10 most similar advisory firms, Wealth Watch Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $225.57 million for 485 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealth Watch Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 11 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Wealth Watch Advisors, LLC performs its advisory services is located at 8310 South Valley Highway, Englewood, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-822-3708 or by fax 904-320-0031. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at wealthwatchadvisors.com.