CHOICE WEALTH ADVISORS LLC
Adviser information for CHOICE WEALTH ADVISORS LLC last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maine, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,235 | $256.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,235 | $256.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 540 | $129.4M |
| HNW Individuals | 60 | $118.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 5 | $4.7M |
| State or municipal gov entities | <5 | $3.6M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $380,720 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 17 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113869 |
|---|---|
| SEC ERA File Number | 801-113869 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297745 |
| Legal Entity Identifier | None |
Principal Office
325-D KENNEDY MEMORIAL DRIVEWATERVILLE
ME
United States
Monday - Friday, 9:00 AM - 4:30 PM
Tel: (207) 873-0996, Fax: 866-910-2339
Chief Compliance Officer
CHRISTOPHER A. MARKOS
FINANCIAL ADVISOR
325-D KENNEDY MEMORIAL DRIVE
WATERVILLE
ME
United States
Tel:
(207) 873-0996
Fax:
(866) 910-2339
C******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKOS, CHRISTOPHER, ARTHUR | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2018 | < 5% |
| CHOICE INVESTMENTS | Domestic Entity | – | MANAGING MEMBER | 06/2018 | > 75% |
| MARKOS, CHRISTOPHER, ARTHUR | Individual | CHOICE INVESTMENTS | OWNER | 12/2021 | > 75% |