Garrett Vinton Merrill
Investment adviser representative at Physician Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$2BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Physician Wealth Advisors, Inc.Jun 2021 to now
- Sky SatelliteDec 2020 to Jun 2021
- Trax Power SportsMar 2020 to Dec 2020
- The Church of Jesus Christ of Latter-day SaintsSep 2018 to Mar 2020
- Trax Power SportsJun 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Physician Wealth Advisors, Inc.
$2BAssets managed
1,124Clients
9Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8124546
- Firm CRD
- 106043