Choice Wealth Advisors Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$323,340,166
Total clients
602
15% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
201
Average account size
$537,110
About
Choice Wealth Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses and plan sponsors. The firm reported $323.3 million in assets under management across 602 client relationships supported by three advisors.
CWA typically constructs customized, long‑term portfolios using primarily low‑cost mutual funds and ETFs, while also employing fundamental, technical and cyclical analysis and occasionally using REITs, limited partnerships or unaffiliated independent managers. The firm monitors accounts continuously, offers written financial planning deliverables, and provides ERISA‑related fiduciary support for retirement plans, with discretion to rebalance or reallocate positions as client objectives or market conditions change.
Distinctive features include an unusually high client load per advisor (roughly 200+ clients per advisor) and advisory staff who also act as registered representatives and licensed insurance professionals, which can result in commissionable insurance implementations disclosed as potential conflicts. The firm also emphasizes retirement plan services for plan sponsors and participates on institutional custody platforms (with disclosed operational and economic relationships), which the brochure identifies and explains.
Client services
Fee options
Financial planning fixed fees typically up to $5,000
0.75% to 1.50% annually (ranges based on factors such as complexity, asset level, and relationship)
Up to $300 per hour for financial planning services
Account minimum: $250,000 Fee-only: Investment advisory fees based on assets under management; financial planning fees on hourly or fixed fee basis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Choice Wealth Advisors Llc
325 D Kennedy Memorial Drive
Waterville ME 04901, United States
Number of offices
1
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