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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PHYSICIAN WEALTH ADVISORS, INC.

CRD 106043

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c45aeeb4-2c38-ffe8-ef43-013e880794f2

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 10
On other graphs: 0
Observed: Mar 28, 2012 to Mar 19, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.67 fund_share=0.0 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,906
Individual clients: 717
High net worth clients: 371
Custody, client assets: $166M
SEC number: 801-63664
CIK: 1795173
CRD: 106043
Filings on the tape: 32
First filed: Mar 28, 2012
Latest filed: Mar 19, 2026
Organised: Corporation, UT
Website: pwa.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN M BLADEN	Certified Financial Planner	SALT LAKE CITY, UT	18	20	1	no
PATRICK JAMES BRADY	Certified Financial Planner	SALT LAKE CITY, UT	18	29	n/a	no
JEFFREY DELL ZESIGER	Certified Financial Planner	SALT LAKE CITY, UT	17	31	1	no
WENDY OLIVER LEWIS	n/a	SALT LAKE CITY, UT	15	39	n/a	no
ERIC ALLEN HALVORSEN	Certified Financial Planner	SALT LAKE CITY, UT	12	20	5	no
MARGARET MELISSA SAEZ	n/a	SALT LAKE CITY, UT	12	24	n/a	no
TRENT L. SEARLE	Certified Financial Planner	SALT LAKE CITY, UT	9	23	2	no
MARK THOMPSON WOODRUFF	Certified Financial Planner	North Salt Lake City, UT \| SALT LAKE CITY, UT	4	33	2	no
Garrett Vinton Merrill	n/a	SALT LAKE CITY, UT	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLADEN, RYAN, M	EXECUTIVE VICE PRESIDENT	Na	yes	03/2013	Mar 19, 2026	Mar 19, 2026
HALVORSEN, ERIC, ALLEN	EXECUTIVE VICE PRESIDENT	Na	yes	09/2020	Mar 19, 2026	Mar 19, 2026
HOAGLAND, JASON, R	Director	Na	yes	01/2022	Mar 19, 2026	Mar 19, 2026
KOLL, RACHEL	Director	Na	yes	01/2020	Mar 19, 2026	Mar 19, 2026
LAMB, CURTIS, TEICHERT	Director	Na	yes	01/2021	Mar 19, 2026	Mar 19, 2026
PETERSON, WALLACE, CURTIS	Director	Na	yes	01/2024	Mar 19, 2026	Mar 19, 2026
SECREST, KATHERINE, MARIE	Director	Na	yes	01/2022	Mar 19, 2026	Mar 19, 2026
SPENCER, JESSE, N	Director	Na	yes	01/2023	Mar 19, 2026	Mar 19, 2026
UTAH MEDICAL ASSOCIATION	Shareholder	E	yes	09/1993	Mar 19, 2026	Mar 19, 2026
ZESIGER, JEFFREY, DELL	CHIEF COMPLIANCE OFFICER, PRESIDENT	Na	yes	03/2013	Apr 1, 2013	Apr 12, 2024
MCOMBER, MICHELLE, S.	DIRECTOR OFFICER, PRESIDENT	Na	no	09/2009	Mar 19, 2026	Mar 19, 2026
MILLER, STEVEN, K.	Director	Na	no	10/2012	Mar 19, 2026	Mar 19, 2026
Weeks, Howard, R	Director	Na	no	01/2018	Mar 19, 2026	Mar 19, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$2.0B	$1.3B	15	7	0	n/a	n/a
2024	Mar 19, 2025	$1.7B	$1.1B	15	7	0	n/a	n/a
2023	Mar 26, 2024	$1.5B	$976M	15	7	0	n/a	n/a
2022	Mar 28, 2023	$1.3B	$858M	14	7	0	n/a	n/a
2021	Mar 15, 2022	$1.5B	$937M	13	6	0	n/a	n/a
2020	Mar 15, 2021	$1.3B	$848M	13	6	0	n/a	n/a
2019	Mar 27, 2020	$1.2B	$738M	13	6	0	n/a	n/a
2018	Feb 1, 2019	$998M	$550M	13	7	0	n/a	n/a
2017	Jan 30, 2018	$816M	$569M	13	7	0	n/a	n/a
2016	Mar 30, 2017	$649M	$493M	11	6	n/a	n/a	n/a
2015	Mar 25, 2016	$621M	$458M	11	6	n/a	n/a	n/a
2014	Mar 31, 2015	$579M	$579M	13	5	n/a	n/a	n/a
2013	Mar 31, 2014	$557M	$532M	13	5	n/a	n/a	n/a
2012	Apr 1, 2013	$488M	$357M	13	8	n/a	n/a	n/a
2011	Mar 28, 2012	$422M	$341M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	16.0%	$1.3B	14.8%	15	15	0	0

Relationships

Registered with (12)

← Garrett Vinton MerrillAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← MARK THOMPSON WOODRUFFAdvisorregistration: current employment
Apr 18, 2022 to presentfactForm ADV
← TRENT L. SEARLEAdvisorregistration: previous registration
Mar 6, 2003 to Nov 23, 2011factForm ADV
← MARGARET MELISSA SAEZAdvisorregistration: current employment
Jun 20, 2014 to presentfactForm ADV
← ERIC ALLEN HALVORSENAdvisorregistration: current employment
Oct 3, 2013 to presentfactForm ADV
← WENDY OLIVER LEWISAdvisorregistration: current employment
Dec 14, 2010 to presentfactForm ADV
← JEFFREY DELL ZESIGERAdvisorregistration: current employment
May 4, 2009 to presentfactForm ADV
← PATRICK JAMES BRADYAdvisorregistration: current employment
Jul 2, 2008 to presentfactForm ADV
← RYAN M BLADENAdvisorregistration: current employment
Jun 13, 2008 to presentfactForm ADV
← CHAD EDWARDS KELLEYAdvisorregistration: previous registration
Dec 4, 2018 to Apr 5, 2022factForm ADV
← CODY GRANT DANIELSAdvisorregistration: previous registration
Sep 19, 2018 to Mar 13, 2019factForm ADV
← MARTIN ARTHUR WATKINSAdvisorregistration: previous registration
Nov 5, 2001 to Oct 20, 2006factForm ADV

Controls (10)

← ZESIGER, JEFFREY, DELLOwnerCHIEF COMPLIANCE OFFICER, PRESIDENT, ownership code NA, individual
Apr 1, 2013 to Apr 12, 2024factForm ADV
← LAMB, CURTIS, TEICHERTOwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← HALVORSEN, ERIC, ALLENOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
May 5, 2023 to Apr 12, 2024factForm ADV
← BLADEN, RYAN, MOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
May 5, 2023 to Apr 12, 2024factForm ADV
← HOAGLAND, JASON, ROwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← KOLL, RACHELOwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← PETERSON, WALLACE, CURTISOwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← SECREST, KATHERINE, MARIEOwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← SPENCER, JESSE, NOwnerDIRECTOR, ownership code NA, individual
Mar 26, 2024 to Apr 12, 2024factForm ADV
← UTAH MEDICAL ASSOCIATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 28, 2012 to Apr 12, 2024factForm ADV

Owns (3)

← MCOMBER, MICHELLE, S.OwnerDIRECTOR, ownership code NA, individual
Mar 28, 2012 to Apr 12, 2024factForm ADV
← MILLER, STEVEN, K.OwnerDIRECTOR, ownership code NA, individual
Apr 1, 2013 to Apr 12, 2024factForm ADV
← Weeks, Howard, ROwnerDIRECTOR, ownership code NA, individual
Jan 30, 2018 to Apr 12, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person joined
R Jason Hoagland (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Control person joined
Rachel Koll (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Control person joined
Teichert Curtis Lamb (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Control person joined
Curtis Wallace Peterson (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Control person joined
Marie Katherine Secrest (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Control person joined
N Jesse Spencer (Director) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
May 5, 2023
Control person joined
M Ryan Bladen (Executive Vice President) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
May 5, 2023
Control person joined
Allen Eric Halvorsen (Executive Vice President) appeared on Schedule A of Physician Wealth Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Chad Edwards Kelley left Physician Wealth Advisors, Inc. for Alliance Wealth Advisors, Llc (registered 2022-04-12)
Form ADVobserved 5 days ago
Occurred
Jan 30, 2018
Regulatory AUM changed
Physician Wealth Advisors, Inc. reported RAUM $816.4M, up 26% from $649.0M (2017-04-26 to 2018-01-30)
Form ADVobserved 5 days ago
$167M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c45aeeb4-2c38-ffe8-ef43-013e880794f2
First observed: Mar 28, 2012
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHYSICIAN WEALTH ADVISORS, INC.

CRD 106043

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c45aeeb4-2c38-ffe8-ef43-013e880794f2

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN M BLADEN

Certified Financial Planner

SALT LAKE CITY, UT

PATRICK JAMES BRADY

Certified Financial Planner

SALT LAKE CITY, UT

n/a

JEFFREY DELL ZESIGER

Certified Financial Planner

SALT LAKE CITY, UT

WENDY OLIVER LEWIS

n/a

SALT LAKE CITY, UT

n/a

ERIC ALLEN HALVORSEN

Certified Financial Planner

SALT LAKE CITY, UT

MARGARET MELISSA SAEZ

n/a

SALT LAKE CITY, UT

n/a

TRENT L. SEARLE

Certified Financial Planner

SALT LAKE CITY, UT

MARK THOMPSON WOODRUFF

Certified Financial Planner

North Salt Lake City, UT | SALT LAKE CITY, UT

Garrett Vinton Merrill

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLADEN, RYAN, M

EXECUTIVE VICE PRESIDENT

yes

03/2013

Mar 19, 2026

HALVORSEN, ERIC, ALLEN

EXECUTIVE VICE PRESIDENT

yes

09/2020

Mar 19, 2026

HOAGLAND, JASON, R

Director

yes

01/2022

Mar 19, 2026

KOLL, RACHEL

Director

yes

01/2020

Mar 19, 2026

LAMB, CURTIS, TEICHERT

Director

yes

01/2021

Mar 19, 2026

PETERSON, WALLACE, CURTIS

Director

yes

01/2024

Mar 19, 2026

SECREST, KATHERINE, MARIE

Director

yes

01/2022

Mar 19, 2026

SPENCER, JESSE, N

Director

yes

01/2023

Mar 19, 2026

UTAH MEDICAL ASSOCIATION

Shareholder

yes

09/1993

Mar 19, 2026

ZESIGER, JEFFREY, DELL

CHIEF COMPLIANCE OFFICER, PRESIDENT

yes

03/2013

Apr 1, 2013

Apr 12, 2024

MCOMBER, MICHELLE, S.

DIRECTOR OFFICER, PRESIDENT

09/2009

Mar 19, 2026

MILLER, STEVEN, K.

Director

10/2012

Mar 19, 2026

Weeks, Howard, R

Director

01/2018

Mar 19, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$2.0B

$1.3B

n/a

2024

Mar 19, 2025

$1.7B

$1.1B

n/a

2023

Mar 26, 2024

$1.5B

$976M

n/a

2022

Mar 28, 2023

$1.3B

$858M

n/a

2021

Mar 15, 2022

$1.5B

$937M

n/a

2020

Mar 15, 2021

$1.3B

$848M

n/a

2019

Mar 27, 2020

$1.2B

$738M

n/a

2018

Feb 1, 2019

$998M

$550M

n/a

2017

Jan 30, 2018

$816M

$569M

n/a

2016

Mar 30, 2017

$649M

$493M

n/a

2015

Mar 25, 2016

$621M

$458M

n/a

2014

Mar 31, 2015

$579M

n/a

2013

Mar 31, 2014

$557M

$532M

n/a

2012

Apr 1, 2013

$488M

$357M

n/a

2011

Mar 28, 2012

$422M

$341M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

16.0%

$1.3B

14.8%