Wealth Watch Advisors, INC

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Total assets under management

$473,650,570

Total clients

3,533

1% high-net worth

Total advisors

of 54 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$134,065

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning typically range between $250 and $5,000, negotiable based on complexity.

Percentage

$0 - $500,000: up to 1.95% (maximum) $500,000 - $1,000,000: 1.84% (discounted rate) $1,000,001 - $2,000,000: 1.80% (discounted rate) $2,000,001+: 1.72% (discounted rate)

Commissions

Commission-based compensation for sale of insurance products by registered representatives.

Project-based

Typically between $100 and $300 per hour, negotiable, for financial planning services.

Other

Account minimum: No minimum account size required to become a client; however, specific portfolios offered through third-party investment managers may require a minimum investment to be actively managed.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Main office location

Wealth Watch Advisors, INC

S Valley Hwy, 8310

Englewood CO 80112, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 855-822-3708

Advisors at this firm

Raymond O

Series 63, Series 65

Ocala, Fl, FL

Wealth Watch Advisors, INC

Ladonna S

CFP®, Series 63

Lubbock, TX

Wealth Watch Advisors, INC

Sean H

Series 66

Schaumburg, IL

Wealth Watch Advisors, INC

Joseph W

Series 63, Series 65

San Ramon, CA

Wealth Watch Advisors, INC

Eli H

Series 63, Series 65

San Antonio, TX

Wealth Watch Advisors, INC

Catherine M

Series 63, Series 66

Mission Viejo, CA

Wealth Watch Advisors, INC

Jason M

Series 63, Series 65

Westminster, CO

Wealth Watch Advisors, INC

Jeffrey M

Series 66

Chandler, AZ

Wealth Watch Advisors, INC

Howard H

Series 63, Series 65

San Diego, CA

Wealth Watch Advisors, INC

Berry B

Series 65

San Antonio, TX

Wealth Watch Advisors, INC

Ronald P

Series 63, Series 65

Escondido, CA

Wealth Watch Advisors, INC

Jordan H

Series 63, Series 65

San Antonio, TX

Wealth Watch Advisors, INC

William W

Series 65

San Ramon, CA

Wealth Watch Advisors, INC

Aaron C

ChFC®, Series 63, Series 65

New Brunfels, TX

Wealth Watch Advisors, INC

Stephen L

Series 63, Series 65

Hollywood, FL

Wealth Watch Advisors, INC

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