CRD: 297745
Choice Wealth Advisors LLC
$323.3M Total AUM
$323.3M Disc. AUM
6.5% 3Y CAGR
4 Employees
622 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
325-D Kennedy Memorial Drive Waterville ME
About Choice Wealth Advisors LLC
Choice Wealth Advisors is a Maine-based RIA with a client-centered approach to financial planning for individuals and families, aligning strategies to goals like retirement, education funding, and philanthropy. The firm supports investment planning along with tax and estate planning and insurance/retirement plan guidance. Portfolios skew heavily toward ETFs, with custody through Charles Schwab.
Team overview
38 AVG AGE
$107.8M AVG AUM / ADVISOR
$519.8K AVG AUM / CLIENT
7.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
CHRISTOPHER ARTHUR MARKOS
Financial Advisor
- CRD
- #5523951
- Ownership
- Less than 5%
Available
Available
Available
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MATTHEW JAMES LIBBY
Financial Advisor
- CRD
- #6435423
Available
Available
Available
G
GLENN RICHARD WHALEN
--
- CRD
- #6408056
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,340,166 | $259,294 |
| Non-Discretionary | $0 | -- |
| Total | $323,340,166 | $259,294 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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