Wealth Watch Advisors, LLC (Englewood)

Name: Wealth Watch Advisors, LLC
Address: 8310 South Valley Highway, Englewood, CO, 80112
Telephone: 855-822-3708

Wealth Watch Advisors, LLC is a large advisory firm based in Englewood. It manages $225.57 million of regulatory assets for 2,055 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.

Wealth Watch Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Watch Advisors: assets under management

The assets under management (AUM) of Wealth Watch Advisors, LLC is $225.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $225.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.77 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 70% of the total AUM. The second-largest asset type is exchange traded securities, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Watch Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wealth Watch Advisors serves?

The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Wealth Watch Advisors is individuals with 467 clients and $177.4 million of assets under management. Among the 10 most similar advisory firms, Wealth Watch Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $225.57 million for 485 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Wealth Watch Advisors doesn't advise any private funds.

Careers at Wealth Watch Advisors, LLC

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 11 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Edwin Myland	Managing member/cco	1 Apr 2015	Other	2912931
Merle Wayne Gilley	Shareholder	1 Apr 2015	Other	4311884
David A Shields	Shareholder	1 Apr 2015	Other	6479001
Tyrone Clark	Shareholder	1 Apr 2015	Other	5633522
Jeffrey A. Ziegler	Trustee of jtz trust 1	1 Apr 2015	Other	6480689
Jtz Trust 1	Shareholder	1 Apr 2015	Other	xxx-xx-xxxx
Phillip Chad Castle	Member	1 Jul 2016	Other	2619152
Christopher John Lester	Member	1 Jul 2016	Other	2875370
Buller Financial Services Inc.	Member	1 Jul 2016	Other	20-1967660
John Davis Baker	Member	1 Jul 2016	Other	6276676
Gregory John Gall	Managing member/cco	1 Jan 2017	Other	1824483
David Russell Millar	Cco	1 Mar 2017	Other	3097309
William Earl Gastl	Managing member/shareholder	1 Aug 2017	Other	2053860
John Patrick Lynch	Shareholder/member	1 Aug 2017	Other	2444435

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven Joseph Buller	Shareholder	1 Nov 2004	75% - 100%	4570959

Based in Englewood

The principal office where Wealth Watch Advisors, LLC performs its advisory services is located at 8310 South Valley Highway, Englewood, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 855-822-3708 or by fax 904-320-0031. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at wealthwatchadvisors.com.