Choice Wealth Advisors LLC
Choice Wealth Advisors LLC is an SEC-registered mass-market adviser in Waterville, ME with $323.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Choice Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297745, SEC 801-113869, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $323.3M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Waterville, ME
- Employees
- 4
- Clients
- 602
- CRD
- 297745
- Ownership
- MARKOS, CHRISTOPHER, ARTHUR; CHOICE INVESTMENTS; FORSLEY, RICHARD, NEAL
How much AUM does Choice Wealth Advisors LLC have?
Choice Wealth Advisors LLC reported $323.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Choice Wealth Advisors LLC?
Disclosed owners and executives of Choice Wealth Advisors LLC include MARKOS, CHRISTOPHER, ARTHUR, CHOICE INVESTMENTS, FORSLEY, RICHARD, NEAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.