Wealth Watch Advisors, Inc

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$612,365,110 as of October 2026, filing dated July 6, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

ALTUS WEALTH STRATEGIES, INC, BURKHART,PETERSON & COMPANY, CANNON FINANCIAL GROUP, CLEAR DIRECTION FINANCIAL, CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC, E. H. HOWARD WEALTH MANGEMENT, LLC., HUGHES RETIREMENT & FINANCIAL STRATEGIES, J. MARTIN WEALTH MANAGEMENT, LINKED INVESTMENT LTD, MERCER FINANCIAL GROUP, PACKARD ADVISORY, RETIRE HAPPILY, SANDERS INDEPENDENT CONSULTING, SCOTT FINANCIAL SERVICES, SENIOR AND FAMILY FINANCIAL, LLC, SHIELD FINANCIAL AND INSURANCE SERVICES, INC., SILVERBACK FINANCIAL LLC, STONEWAY FINANCIAL SERVICES, STRONG FINANCIAL, INC, THE SOLOMON GROUP INC-INSURANCE SALES, TRUSKOR WEALTH GROUP, WORTH RETIREMENT ADVISORS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 62. Performing investment advisory functions: 52.

Wrap fee program participation

No.

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.

Other offices (Schedule D, Section 1.F)

18 other offices, as of the August 2026 filing

Artesia, CABogart, GAEnglewood, COEscondido, CAFayetteville, ARGresham, ORJenks, OKMaricopa, AZNew Braunfels, TXOcala, FLSan Antonio, TXSan Ramon, CASchaumberg, ILSpicewood, TXSurprise, AZTigard, ORTwin Falls, IDWestminster, CO

States registered or notice-filed

42 states or jurisdictions

ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

• 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $177,048,467 in the October 2021 data and $612,365,110 in the October 2026 data, up 246%.

Total employees: 52 in October 2021 and 62 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Regulatory assets under management went from $473,650,570 to $612,365,110 (+29%).
   • Employees performing advisory functions went from 47 to 52.
   • Added the business name Linked Investment Ltd.
   • Added the business name Mercer Financial Group.
   • Added the business name Silverback Financial LLC.
   • Added the business name Burkhart,peterson & Company.
   • Added the business name Stoneway Financial Services.
   • Added the business name Senior and Family Financial, LLC.
   • Added the business name The Solomon Group Inc-Insurance Sales.
   • No longer lists the business name Heart Financial Group.
   • No longer lists the business name Alphalink Investments, Ltd.
   • No longer lists the business name Goldline Financial Services.
   • No longer lists the business name West Texas Senior Resources.
   • No longer lists the business name Solomon Group Financial Services.
   • No longer lists the business name The Wealth Advocate Investment Group LLC.
   • Registered or notice-filed in AL, CT, IN, KY, LA, MA, MO, MT, NH, NJ, NM, NV, NY, SD, WY.
   • Updated its list of owners and control persons (Schedule A).
2. February 2026
   • Registered or notice-filed in NE.
3. January 2026
   • Registered or notice-filed in KS.
4. December 2025
   • Registered or notice-filed in DC, MD, TN, VA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.