Physician Wealth Advisors

EST. AUM
$1,729,828,110

CONTACTS
9

CLIENT ACCOUNTS
5,721

Firm Details

Metro area Salt Lake City
CRD Number 106043
Website pwa.org
Client types

Overview

Physician Wealth Advisors is a fiduciary advisor focused exclusively on physicians. The firm provides Financial Planning & Investment Management for physicians. The Firm serves the members of the Utah Medical Association (UMA) and their family members. Under limited circumstances, UMAFS works with non-members of the UMA. UMAFS also provides products and services to other entities in connection with UMA member physicians’ practices. As a result, UMAFS provides investment advice to the following types of clients: Individuals, Corporations, Foundations, Endowments, Pension and profit sharing plans, and Trusts, estates or charitable organizations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Physician Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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