# Change Wealth Advisors

> Change Wealth Advisors is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 330182
- Filed as: CHANGE WEALTH ADVISORS
- Legal name: Change Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330182
- AdvisorCensus page: https://advisorcensus.com/firm/change-wealth-advisors-330182

## Quick answers

**How is Change Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Change Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Change Wealth Advisors registered with the SEC or a state?**
Change Wealth Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330182.

**How much does Change Wealth Advisors manage?**
Change Wealth Advisors reports $67,202,885 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Change Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (18).

**Does Change Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330182

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,202,885
- Discretionary: $67,202,885
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $30,416,369 |
| High net worth individuals | 18 | $36,786,516 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, HI, NV, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- changewealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Change Wealth Advisors (CRD 330182): Form ADV filing data as of October 2026.