Physician Wealth Advisors Employee Directory

Investment ManagementUnited States11-50 Employees

Physician Wealth Advisors was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions.

We measure our success by how well our clients achieve their personal financial and life goals. Many physicians regard financial planning as complex and confusing. And few have the time to dig in and gain the expertise required. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. This is where Physician Wealth Advisors can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving wealth.

Find Physician Wealth Advisors employees' phone numbers or email addresses

Physician Wealth Advisors Global Highlights

Location
Employees

North America
29

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  • United States Of America
    28
  • Canada
    1

Physician Wealth Advisors's Leadership

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    M. S.
    Chief Compliance Officer
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    M. W.
    Chief Operating Officer Certified Financial Planner
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    J. Z.
    President & Ceo
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    J. Z.
    President & Chief Executive Officer
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    P. B.
    Vice President
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    P. B.
    Vice President
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    M. W.
    Vice President, Financial Advisor
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    W. L.
    Director Of Qualified Retirement Plans
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Contact profiles from Physician Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    J. Z.
    President & Ceo
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    United StatesUtah
    Aug 10, 2025
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    M. S.
    Chief Compliance Officer
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    United StatesUtah
    Jan 12, 2026
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    J. Z.
    President & Chief Executive Officer
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    Dec 15, 2025
  • Stylized image of a person
    M. W.
    Chief Operating Officer Certified Financial Planner
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    UNITED STATES
    Oct 18, 2024
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    P. B.
    Vice President
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    United StatesUtah
    Nov 17, 2025
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    P. B.
    Vice President
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    United StatesUtah
    Sep 08, 2025
  • Stylized image of a person
    M. W.
    Vice President, Financial Advisor
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    Oct 21, 2024
  • Stylized image of a person
    W. L.
    Director Of Qualified Retirement Plans
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    United StatesUtah
    Oct 21, 2025
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    T. A.
    Office Manager
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    United StatesUtah
    Nov 13, 2025
  • Stylized image of a person
    T. S.
    Senior Portfolio Manager
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    United StatesUtah
    Oct 22, 2025

Frequently Asked Questions

What is Physician Wealth Advisors known for?

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Physician Wealth Advisors was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 310 E. 4500 S., Suite 550 Salt Lake City, UT 84107, US; you can contact the main corporate office by phone at . Explore Physician Wealth Advisors's company overview page for more information.

What is Physician Wealth Advisors's most common email format?

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Physician Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Physician Wealth Advisors email formats with LeadIQ.

How many employees does Physician Wealth Advisors have currently?

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Physician Wealth Advisors has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Physician Wealth Advisors's key employees and leadership?

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As of December 2025, Physician Wealth Advisors's key employees include:

  • Chief Compliance Officer: M. S.
  • Chief Operating Officer Certified Financial Planner: M. W.
  • President & Ceo: J. Z.
  • President & Chief Executive Officer: J. Z.
  • Vice President: P. B.

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