Physician Wealth Advisors, Inc.

Who works here

• EH
  Eric Allen Halvorsen
• GM
  Garrett Vinton Merrill
• JZ
  Jeffrey Dell Zesiger
• MS
  Margaret Melissa Saez
• MW
  Mark Thompson Woodruff
• PB
  Patrick James Brady
• RB
  Ryan M Bladen
• TS
  Trent L. Searle
• WL
  Wendy Oliver Lewis

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Physician Wealth Advisors, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

106043