CHOICE WEALTH ADVISORS LLC
CRD #297745 SEC #801-113869 WATERVILLE, ME (207) 873-0996
SEC Registered
Total AUM
$293.7M
Discretionary
$293.7M
Employees
5
Clients
51
Accounts
1,227
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| FORSLEY, RICHARD, NEAL | I | PRESIDENT | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
| CHOICE INVESTMENTS | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| FORSLEY, RICHARD, NEAL | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
| MARKOS, CHRISTOPHER, ARTHUR | I | CHOICE INVESTMENTS | E | Control |
Registrations
Federal
IA
Feb 1, 2025 REGISTERED
Notice Filings (7)
FL LA MA ME NH NY TX
Address
325-D KENNEDY MEMORIAL DRIVEWATERVILLE, ME 04901
United States
Phone: (207) 873-0996