# W3 Wealth Advisors, LLC

> W3 Wealth Advisors, LLC is a state-registered investment advisory firm in Akron, OH, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 129549
- Filed as: W3 WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129549
- AdvisorCensus page: https://advisorcensus.com/firm/w3-wealth-advisors-llc-akron-oh-129549

## Quick answers

**How is W3 Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), W3 Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is W3 Wealth Advisors, LLC located?**
W3 Wealth Advisors, LLC's principal office is in Akron, OH, according to its Form ADV.

**Is W3 Wealth Advisors, LLC registered with the SEC or a state?**
W3 Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 129549.

**Does W3 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129549

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 26 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- w3wealth.com
- LinkedIn @W3-financial-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W3 Wealth Advisors, LLC (CRD 129549): Form ADV filing data as of October 2026.