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- Custodian
- Betterment ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2011
- Office Locations
- 1
Office Locations
About W Wealth Advisors
W Wealth Advisors is a Gilbert, AZ RIA serving individuals, business owners, and entrepreneurs with personalized financial planning and ongoing portfolio management across life stages, including legacy transitions. The firm builds curated, low-cost portfolios with a heavy ETF and high-quality fixed-income mix, and emphasizes hands-on client involvement and transparency around process and fees. Differentiators include no account minimums and performance-based fee positioning; custody includes Pershing and Betterment.
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Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT JOSEPH WOJCIK
Founder
- CRD
- #1468090
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,900,986 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,900,986 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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