Advisor at Managed Wealth Advantage, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Managed Wealth Advantage, LLC
Location
Saint George, UT 84790
Credentials
Series 63, Series 65
Industry experience
15 years
David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.
Based on Managed Wealth Advantage, LLC
Based on Managed Wealth Advantage, LLC
Financial planning services offered on a flat negotiable fee basis from $600 to $1,500
$0+: 2.00% (Strategic Portfolios total annual fee) $0+: 1.80% (Tactical Portfolios total annual fee) $0+: 1.70% (Allocation & Defined Outcome Portfolios total annual fee) $0+: 1.00% (Preservation Portfolios total annual fee)
Minimum fee: Financial planning fees range from $600 to $1,500 based on complexity
1240 East 100 South, Suite 3
Saint George, UT 84790
Nevada · Utah
Managed Wealth Advantage, LLC
2012 - Present (14 years)
Quadson investments, LLC dba SENIOR ADVANTAGE
1999 - Present (27 years)
Self Employed (Insurance Sale Life/Health)
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
CFA®, Series 65
St. George, UT
Harborview Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")