# Medwealth Advisors

> Medwealth Advisors is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 314374
- Filed as: MEDWEALTH ADVISORS
- Legal name: Medwealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314374
- AdvisorCensus page: https://advisorcensus.com/firm/medwealth-advisors-314374

## Quick answers

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

**Is Medwealth Advisors registered with the SEC or a state?**
Medwealth Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314374.

**How much does Medwealth Advisors manage?**
Medwealth Advisors reports $9,869,965 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Medwealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Medwealth 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/314374

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,869,965
- Discretionary: $9,869,965
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,839,123 |
| High net worth individuals | Fewer than 5 | $7,030,842 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- medwealthadvisors.com
- Facebook facebook.com
- Instagram @moretti1186
- LinkedIn @mark-moretti-cfp®-36369716

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medwealth Advisors (CRD 314374): Form ADV filing data as of October 2026.