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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2017
- Office Locations
- 1
Office Locations
About Physician Advising LLC
Physician Advising LLC is a Newport, WA RIA providing personalized financial planning and investment planning for physicians, with a focus on early‑career doctors. The firm supports asset allocation and portfolio implementation (primarily public funds/mutual funds), alongside tax and estate planning and insurance guidance. Led by Joseph Andrew Matelich—who has close family ties to medicine—and custodies with Vanguard.
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Owner & Executives
JOSEPH ANDREW MATELICH
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #5895375
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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