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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 49
Office Locations
About Wealth Watch Advisors, INC
Wealth Watch Advisors provides diversified financial planning and professional money management, leveraging third-party managers, partnerships, and technology to help clients understand their total financial picture and pursue long-term goals. The firm also supports advisors with 24/7 training via its Wealth Watch University portal, in-house digital platforms, and dedicated operational support that services accounts at Charles Schwab, including blending multiple managers’ models within a single account.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TYRONE CLARK
Associate Financial Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
DAVID ALLEN SHIELDS
Chief Executive Officer, President
- CRD
- #6479001
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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ANDREW LEE AREHART
Investment Advisor Representative
- CRD
- #2692608
CHRIS RASHAD BENSON
--
- CRD
- #6786043
Showing 2 of 56 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,393,024 | $172,428 |
| Non-Discretionary | $6,972,086 | $91,738 |
| Total | $612,365,110 | $170,718 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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