{
  "crd_number": 172002,
  "slug": "wealth-watch-advisors-inc-englewood-co-172002",
  "primary_business_name": "WEALTH WATCH ADVISORS, INC",
  "legal_name": "WEALTH WATCH ADVISORS, INC",
  "dbas": [
    "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"
  ],
  "city": "Englewood",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-06",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 612365110.0,
  "raum_discretionary": 605393024.0,
  "raum_non_discretionary": 6972086.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 62,
  "advisory_employees": 52,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0,
      "description": "N/A",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 447026530.0,
      "count": 3522
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 165338580.0,
      "count": 65
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://altuswealthstrategies.com",
    "https://cannonfg.com",
    "https://cerritostanfill.com",
    "https://csecapitalmgt.com",
    "https://ehhowardwealth.com",
    "https://financialwealthplanners.com",
    "https://hughesretire.com",
    "https://markvosikarfc.com",
    "https://myshieldfinancial.com",
    "https://oppfinancial.com",
    "https://packardadvisory.com",
    "https://retirehappily.net",
    "https://seniorandfamilyfinancial.com",
    "https://sicinvesting.com",
    "https://solomonway.com",
    "https://stonewayfs.com",
    "https://strongfinancialsecurity.com",
    "https://truskorwealth.com",
    "https://wealthwatchadvisors.com",
    "https://worthretirementadvisors.com",
    "https://wwwjmartinwm.com",
    "https://yourwealthadvocate.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172002",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "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)?"
    }
  ],
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002",
  "display_name": "Wealth Watch Advisors, Inc",
  "summary": "Wealth Watch Advisors, Inc is an SEC-registered investment advisory firm in Englewood, CO, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Wealth Watch Advisors, Inc (CRD 172002): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Watch Advisors, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Watch Advisors, Inc 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."
    },
    {
      "q": "Where is Wealth Watch Advisors, Inc located?",
      "a": "Wealth Watch Advisors, Inc's principal office is in Englewood, CO, according to its Form ADV; the August 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wealth Watch Advisors, Inc registered with the SEC or a state?",
      "a": "Wealth Watch Advisors, Inc is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172002."
    },
    {
      "q": "How much does Wealth Watch Advisors, Inc manage?",
      "a": "Wealth Watch Advisors, Inc reports $612,365,110 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (99% discretionary)."
    },
    {
      "q": "How have Wealth Watch Advisors, Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Watch Advisors, Inc: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Watch Advisors, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,522); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Wealth Watch Advisors, Inc use?",
      "a": "Wealth Watch Advisors, Inc'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."
    },
    {
      "q": "Does Wealth Watch Advisors, Inc report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172002"
    },
    {
      "q": "What changed in Wealth Watch Advisors, Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: 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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 177048467.0,
      "total_employees": 52,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 289087882.0,
      "total_employees": 51,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 234203049.0,
      "total_employees": 50,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 348457887.0,
      "total_employees": 52,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 473650570.0,
      "total_employees": 54,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 612365110.0,
      "total_employees": 62,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in KS."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DC, MD, TN, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3522,
      "fewer_than_5": false,
      "raum": 447026530.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 165338580.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172002",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}