PHYSICIAN WEALTH ADVISORS, INC.
CRD #106043 SEC #801-63664 SALT LAKE CITY, UT 801-747-0800
SEC Registered
Total AUM
$1.7B
Discretionary
$1.1B
Employees
15
Clients
10
Accounts
5,721
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.1B | $644M | 15 | 104 |
| Apr 2024 | $1.5B | $976M | $556.4M | 15 | 128 |
| Mar 2024 | $1.5B | $976M | $556.4M | 15 | 128 |
| May 2023 | $1.3B | $857.8M | $468.7M | 14 | 50 |
| May 2023 | $1.3B | $857.8M | $468.7M | 14 | 50 |
| Mar 2023 | $1.3B | $857.8M | $468.7M | 14 | 50 |
| Dec 2022 | $1.5B | $936.7M | $531.9M | 13 | 35 |
| Mar 2022 | $1.5B | $936.7M | $531.9M | 13 | 35 |
| Mar 2021 | $1.3B | $848M | $462.3M | 13 | 30 |
| Sep 2020 | $1.2B | $737.7M | $486.2M | 13 | 0 |
| Jun 2020 | $1.2B | $737.7M | $486.2M | 13 | 0 |
| Mar 2020 | $1.2B | $737.7M | $486.2M | 13 | 0 |
| Dec 2019 | $997.8M | $549.7M | $448.1M | 13 | 0 |
| Mar 2019 | $997.8M | $549.7M | $448.1M | 13 | 0 |
| Feb 2019 | $997.8M | $549.7M | $448.1M | 13 | 0 |
| Dec 2018 | $816.4M | $568.7M | $247.7M | 13 | 0 |
| Sep 2018 | $816.4M | $568.7M | $247.7M | 13 | 0 |
| Sep 2018 | $816.4M | $568.7M | $247.7M | 12 | 0 |
| Mar 2018 | $816.4M | $568.7M | $247.7M | 13 | 0 |
| Jan 2018 | $816.4M | $568.7M | $247.7M | 13 | 0 |
| Apr 2017 | $649M | $493.3M | $155.6M | 11 | 800 |
| Apr 2017 | $649M | $493.3M | $155.6M | 11 | 800 |
| Mar 2017 | $649M | $493.3M | $155.6M | 11 | 800 |
| Mar 2016 | $620.6M | $457.8M | $162.8M | 11 | 800 |
| Mar 2015 | $578.7M | $578.7M | $0 | 13 | 800 |
| Mar 2014 | $557.2M | $532.1M | $25.1M | 13 | 800 |
| Dec 2013 | $487.6M | $357.3M | $130.3M | 13 | 800 |
| Apr 2013 | $487.6M | $357.3M | $130.3M | 13 | 800 |
| Feb 2013 | $421.8M | $341.1M | $80.7M | 14 | 800 |
| May 2012 | $421.8M | $341.1M | $80.7M | 11 | 800 |
| Mar 2012 | $421.8M | $341.1M | $80.7M | 11 | 800 |
| May 2010 | $308.6M | $308.6M | $0 | -- | -- |
| Mar 2010 | $308.6M | $308.6M | $0 | -- | -- |
| May 2009 | $265M | $250M | $15M | 10 | -- |
| Mar 2009 | $265M | $250M | $15M | 10 | -- |
| Feb 2007 | $360M | $355M | $5M | 10 | -- |
| Mar 2006 | $300M | $300M | $0 | 10 | -- |
| Sep 2005 | $290M | $290M | $0 | 10 | -- |
| Dec 2004 | $230M | $230M | $0 | 10 | -- |
| Nov 2001 | $140M | $0 | $140M | 10 | -- |
| Jul 2001 | $140M | $0 | $140M | 10 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$644M
Employees15
Clients104
DateApr 2024
Total AUM$1.5B
Discretionary$976M
Non-Disc.$556.4M
Employees15
Clients128
DateMar 2024
Total AUM$1.5B
Discretionary$976M
Non-Disc.$556.4M
Employees15
Clients128
DateMay 2023
Total AUM$1.3B
Discretionary$857.8M
Non-Disc.$468.7M
Employees14
Clients50
DateMay 2023
Total AUM$1.3B
Discretionary$857.8M
Non-Disc.$468.7M
Employees14
Clients50
DateMar 2023
Total AUM$1.3B
Discretionary$857.8M
Non-Disc.$468.7M
Employees14
Clients50
DateDec 2022
Total AUM$1.5B
Discretionary$936.7M
Non-Disc.$531.9M
Employees13
Clients35
DateMar 2022
Total AUM$1.5B
Discretionary$936.7M
Non-Disc.$531.9M
Employees13
Clients35
DateMar 2021
Total AUM$1.3B
Discretionary$848M
Non-Disc.$462.3M
Employees13
Clients30
DateSep 2020
Total AUM$1.2B
Discretionary$737.7M
Non-Disc.$486.2M
Employees13
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$737.7M
Non-Disc.$486.2M
Employees13
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$737.7M
Non-Disc.$486.2M
Employees13
Clients0
DateDec 2019
Total AUM$997.8M
Discretionary$549.7M
Non-Disc.$448.1M
Employees13
Clients0
DateMar 2019
Total AUM$997.8M
Discretionary$549.7M
Non-Disc.$448.1M
Employees13
Clients0
DateFeb 2019
Total AUM$997.8M
Discretionary$549.7M
Non-Disc.$448.1M
Employees13
Clients0
DateDec 2018
Total AUM$816.4M
Discretionary$568.7M
Non-Disc.$247.7M
Employees13
Clients0
DateSep 2018
Total AUM$816.4M
Discretionary$568.7M
Non-Disc.$247.7M
Employees13
Clients0
DateSep 2018
Total AUM$816.4M
Discretionary$568.7M
Non-Disc.$247.7M
Employees12
Clients0
DateMar 2018
Total AUM$816.4M
Discretionary$568.7M
Non-Disc.$247.7M
Employees13
Clients0
DateJan 2018
Total AUM$816.4M
Discretionary$568.7M
Non-Disc.$247.7M
Employees13
Clients0
DateApr 2017
Total AUM$649M
Discretionary$493.3M
Non-Disc.$155.6M
Employees11
Clients800
DateApr 2017
Total AUM$649M
Discretionary$493.3M
Non-Disc.$155.6M
Employees11
Clients800
DateMar 2017
Total AUM$649M
Discretionary$493.3M
Non-Disc.$155.6M
Employees11
Clients800
DateMar 2016
Total AUM$620.6M
Discretionary$457.8M
Non-Disc.$162.8M
Employees11
Clients800
DateMar 2015
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees13
Clients800
DateMar 2014
Total AUM$557.2M
Discretionary$532.1M
Non-Disc.$25.1M
Employees13
Clients800
DateDec 2013
Total AUM$487.6M
Discretionary$357.3M
Non-Disc.$130.3M
Employees13
Clients800
DateApr 2013
Total AUM$487.6M
Discretionary$357.3M
Non-Disc.$130.3M
Employees13
Clients800
DateFeb 2013
Total AUM$421.8M
Discretionary$341.1M
Non-Disc.$80.7M
Employees14
Clients800
DateMay 2012
Total AUM$421.8M
Discretionary$341.1M
Non-Disc.$80.7M
Employees11
Clients800
DateMar 2012
Total AUM$421.8M
Discretionary$341.1M
Non-Disc.$80.7M
Employees11
Clients800
DateMay 2010
Total AUM$308.6M
Discretionary$308.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$308.6M
Discretionary$308.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$265M
Discretionary$250M
Non-Disc.$15M
Employees10
Clients--
DateMar 2009
Total AUM$265M
Discretionary$250M
Non-Disc.$15M
Employees10
Clients--
DateFeb 2007
Total AUM$360M
Discretionary$355M
Non-Disc.$5M
Employees10
Clients--
DateMar 2006
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees10
Clients--
DateJul 2001
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees10
Clients--