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- Custodian
- Ameritas · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-05-2001
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 19, 2026, reported AUM increased 16.0%, from $1.7B to $2.0B.
Across 5 reported observations, AUM increased 36.6% between December 1, 2022 and March 19, 2026, from $1.5B to $2.0B.
Of the latest reported AUM, 67.0% is discretionary and 33.0% is non-discretionary.
The firm reports 7 advisory representatives and 1,224 clients, or 174.9 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 24 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
RYAN M BLADEN
EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #5285743
- Ownership
- Less than 5%
ERIC ALLEN HALVORSEN
EXECUTIVE VICE PRESIDENT, Wealth Advisor
- CRD
- #4974344
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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PATRICK JAMES BRADY
Vice President
- CRD
- #2862037
WENDY OLIVER LEWIS
Financial Advisor
- CRD
- #1683943
Showing 2 of 18 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Physician Wealth Advisors, Inc. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Physician Wealth Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.