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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha eagleFocus
- Established Date
- 05-21-2021
- Office Locations
- 1
Office Locations
About Medwealth Advisors
Medwealth Advisors is a physician-focused RIA providing comprehensive wealth management and financial planning from residency through retirement, with hands-on plan implementation and a single, needs-based fee. The firm emphasizes concierge-style service and acting as a family CFO to simplify ongoing financial decisions. Portfolios are built primarily with ETFs using asset-allocation and risk-management disciplines, and custody is through Charles Schwab. Founder Mark Moretti is a physician spouse and offers a no-cost value-add review before engagement.
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Owner & Executives
MARK ANTHONY MORETTI II
Founder, Owner, Wealth Advisor
- CRD
- #5791904
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,869,965 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,869,965 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,869,965
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $920,266,495 | 64.3% |
| U.S. Government/Agency | $183,194,574 | 12.8% |
| Cash | $327,746,544 | 22.9% |
| Total | $1,431,207,613 | 100.0% |