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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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%
Alpha zenith
Quantum signal
- CRD
- #69881
- Ownership
- 48.2%
Showing 2 of 12 owners & executives
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PATRICK JAMES BRADY
Vice President
- CRD
- #2862037
WENDY OLIVER LEWIS
Financial Advisor
- CRD
- #1683943
Frontier north
Foundation unison
- CRD
- #24501
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
Total SMA Asset: $2,006,590,538
| 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 |