Physician Wealth Advisors, Inc.
- Regulatory AUM
- $2.0B
- Discretionary
- $1.3B
- Clients
- 1,124
- Avg AUM / client
- $1.8M
- Accounts
- 5,906
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 717 | $213M | 10.6% |
| High net worth individuals | 371 | $1.1B | 56.3% |
| Pension and profit sharing plans | 36 | $663M | 33.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mountain West Anesthesia, L.L.C. Retirement Plan Mountain West Anesthesia, L.L.C. | 2024 | |
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Carepoint Health, Llc 401(k) Profit Sharing Plan Carepoint Health, Llc | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan M Bladen | Executive Vice President | CFP | Jun 2008 (18y) | Less than 5% |
| Jeffrey Dell Zesiger | Chief Compliance Officer, President | CFP | May 2009 (17y) | Less than 5% |
| Mcomber, Michelle, S. | Director | Sep 2009 (17y) | Less than 5% | |
| Miller, Steven, K. | Director | Oct 2012 (14y) | Less than 5% | |
| Eric Allen Halvorsen | Executive Vice President | CFP | Oct 2013 (13y) | Less than 5% |
| Weeks, Howard, R | Director | Jan 2018 (9y) | Less than 5% | |
| Koll, Rachel | Director | Jan 2020 (7y) | Less than 5% | |
| Curtis Teichert Lamb | Director | Jan 2021 (6y) | Less than 5% | |
| Hoagland, Jason, R | Director | Jan 2022 (5y) | Less than 5% | |
| Secrest, Katherine, Marie | Director | Jan 2022 (5y) | Less than 5% | |
| Spencer, Jesse, N | Director | Jan 2023 (4y) | Less than 5% | |
| Peterson, Wallace, Curtis | Director | Jan 2024 (3y) | Less than 5% | |
| Patrick James Brady | Registered representative | CFP | Jul 2008 (18y) | |
| Wendy Oliver Lewis | Registered representative | Dec 2010 (16y) | ||
| Margaret Melissa Saez | Registered representative | Jun 2014 (12y) | ||
| Trent L. Searle | Registered representative | CFP | Apr 2017 (9y) | |
| Mark Thompson Woodruff | Registered representative | CFP | Apr 2022 (4y) | |
| Garrett Vinton Merrill | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Utah Medical Association | Shareholder | Sep 1993 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mountain West Anesthesia, L.L.C. Retirement Plan | Mountain West Anesthesia, L.L.C. | 238 | $131M | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Carepoint Health, Llc 401(k) Profit Sharing Plan | Carepoint Health, Llc | 832 | $372M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.2B (61% of AUM) Mar 2026
- Northwest Plan Services, Inc. $294M (20% of AUM) Dec 2022
- Fidelity Retirement $99.1M (7% of AUM) Dec 2022
- Fidelity Investments Institutional Services Company, Inc. $49.3M (5% of AUM) Dec 2019
- Charles Schwab & Co. $26.8M (1% of AUM) Mar 2026
- Ameritas Investment Company, Llc $14.2M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗