# Choice Wealth Advisors LLC

> Choice Wealth Advisors LLC is an SEC-registered investment advisory firm in Waterville, ME, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 297745
- Filed as: CHOICE WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waterville, ME
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297745
- AdvisorCensus page: https://advisorcensus.com/firm/choice-wealth-advisors-llc-waterville-me-297745

## Quick answers

**How is Choice Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Choice Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Choice Wealth Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Choice Wealth Advisors LLC located?**
Choice Wealth Advisors LLC's principal office is in Waterville, ME, according to its Form ADV.

**Is Choice Wealth Advisors LLC registered with the SEC or a state?**
Choice Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297745.

**How much does Choice Wealth Advisors LLC manage?**
Choice Wealth Advisors LLC reports $323,340,166 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have Choice Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Choice Wealth Advisors LLC: Regulatory assets under management: $191,283,830 in the October 2021 data and $323,340,166 in the October 2026 data, up 69%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Choice Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (514); high net worth individuals (88).

**Which custodians does Choice Wealth Advisors LLC use?**
Choice Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Choice Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297745

**Does Choice Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 13, 2026 says: "CWA generally requires a minimum relationship size of $250,000 but may accept clients with smaller amounts at the sole discretion of the Advisor."

**What changed in Choice Wealth Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $293,723,932 to $323,340,166 (+10%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees are based on the market value of assets under management at the end of the prior calendar quarter and range from 0.75% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> CWA generally requires a minimum relationship size of $250,000 but may accept clients with smaller amounts at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $323,340,166
- Discretionary: $323,340,166
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 514 | $118,003,114 |
| High net worth individuals | 88 | $196,912,934 |
| Charitable organizations | Fewer than 5 | $3,998,025 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $4,131,494 |
| Corporations or other businesses not listed above | Fewer than 5 | $294,599 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- choiceinvestments.biz
- choicewealthadvisors.com
- Facebook @Choice-Wealth-Advisors-388783631678912
- LinkedIn @choice-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $191,283,830 | 5 | March 4, 2021 |
| October 2022 | $256,875,445 | 4 | June 2, 2022 |
| October 2023 | $220,412,228 | 4 | September 8, 2023 |
| October 2024 | $256,056,800 | 4 | June 21, 2024 |
| October 2025 | $293,723,932 | 5 | February 1, 2025 |
| October 2026 | $323,340,166 | 4 | February 13, 2026 |

Regulatory assets under management: $191,283,830 in the October 2021 data and $323,340,166 in the October 2026 data, up 69%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $293,723,932 to $323,340,166 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Choice Wealth Advisors LLC (CRD 297745): Form ADV filing data as of October 2026.