P
$2.0B Total AUM
$1.3B Disc. AUM
10.1% 3Y CAGR
15 Employees
1,224 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ameritas · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-05-2001
- Office Locations
- 2
Office Locations
6820 South 900 East Suite 200 Salt Lake City UT
-- North Salt Lake City UT
About Physician Wealth Advisors, Inc.
Physician Wealth Advisors is a Utah-based RIA focused on physicians, providing integrated wealth management including investment management, retirement and income planning, and insurance-focused risk management. The team emphasizes market-driven investing and portfolio construction, and publishes guidance on incorporating alternatives like private equity and private credit alongside tax-smart charitable giving strategies.
Team overview
50 AVG AGE
$286.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.6 yrs AVG TENURE
15 Employees
7 Advisory Reps
9 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Glacier crest Matrix ember Insight fusion Oak Ember insight Zenith harbor Prime Element
Client Personas
Meridian delta
Custodian
Insight meridian
Investment Themes
Insight Atlas radial
Investment Vehicles
Value Catalyst signal
Platform
Bridge insight Quantum horizon Pioneer peak
Services
Signal Beacon Meridian catalyst Insight Harbor
Owner & Executives
R
RYAN M BLADEN
EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #5285743
- Ownership
- Less than 5%
(251) 904-6154
unison.peak@deltacapital.com
in linkedin.com/in/ember-element
E
ERIC ALLEN HALVORSEN
EXECUTIVE VICE PRESIDENT, Wealth Advisor
- CRD
- #4974344
- Ownership
- Less than 5%
(538) 649-9314
element.peak@summitcapital.com
in linkedin.com/in/zenith-fusion
A
Alpha zenith
Quantum signal
- CRD
- #69881
- Ownership
- 48.2%
(332) 372-4261
horizon.optima@quantumcapital.com
in linkedin.com/in/quantum-matrix
Showing 2 of 12 owners & executives
Unlock allContacts
PATRICK JAMES BRADY
Vice President
- CRD
- #2862037
(894) 435-2899
fusion.peak@pioneercapital.com
in linkedin.com/in/summit-oak
W
WENDY OLIVER LEWIS
--
- CRD
- #1683943
(814) 537-9963
oak.catalyst@glaciercapital.com
in linkedin.com/in/glacier-momentum
F
Frontier north
Foundation unison
- CRD
- #24501
(799) 525-5110
pioneer.capital@radialcapital.com
in linkedin.com/in/vertex-zenith
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,343,537,209 | $423,028 |
| Non-Discretionary | $663,053,329 | $242,877 |
| Total | $2,006,590,538 | $339,755 |
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Separately Managed Accounts
Total SMA Asset: $2,006,590,538
Public Funds:
13.4% Equity - Exchange:
21.9% Cash:
4.7% Municipal Bonds:
13.2% Other:
6.5% Private Funds:
7.2% Corporate - Investment Grade:
24.3% Other:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $108,664,865 | 13.4% |
| Equity - Exchange | $177,594,070 | 21.9% |
| Cash | $38,113,796 | 4.7% |
| Municipal Bonds | $107,043,001 | 13.2% |
| Other | $52,710,569 | 6.5% |
| Private Funds | $58,387,092 | 7.2% |
| Corporate - Investment Grade | $197,056,434 | 24.3% |
| Other | $71,362,001 | 8.8% |
| Total | $810,931,828 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE PATHWAY FOCUS | WAVE HARBOR | U1MCPVTGX | KUAEP | 12.34% | $73,693,169 |
| FOCUS NORTH UNISON | GLACIER PEAK | CVMRBKD3L | BHLAS | 7.04% | $8,773,976 |
| TIMBER FOCUS ELEMENT | SUMMIT HORIZON | L3NVRODDT | YRJPY | 7.94% | $51,097,100 |
| OPTIMA TIMBER SUMMIT | MATRIX ALPHA | HBCKQZ5X1 | AERLE | 1.96% | $113,655,652 |
| CREST TIMBER SUMMIT | QUANTUM HARBOR | VRK8T2QKY | YZN | 2.10% | $69,192,335 |
| ZENITH VITAL VALUE | FOUNDATION QUANTUM | JT0SBR7QO | KWU | 7.09% | $11,783,695 |
| MERIDIAN LEGACY | PEAK SUMMIT | RWBHCFK42 | MGG | 10.57% | $39,274,801 |
| ATLAS PRIME | PIONEER PIONEER | EPTQTH6K5 | LGO | 9.84% | $105,910,622 |