CHOICE WEALTH ADVISORS LLC

325-D Kennedy Memorial Drive
Waterville, Maine 04901
Tel: (207) 873-0996

About CHOICE WEALTH ADVISORS LLC

CHOICE WEALTH ADVISORS LLC, formally registered with the SEC as CHOICE WEALTH ADVISORS LLC. The firm was established in 08/17/2018. They have over 1 offices throughout the country.

CHOICE WEALTH ADVISORS LLC is a Waterville, Maine based Financial Planning firm with nearly $293,723,932 assets under management, offering retirement planning & investment advisory services to 1227 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297745
SEC#	801-113869
Assets Managed by Firm	$293,723,932
No. of Clients	1227
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1227	$293,723,932
Individuals (other than high net worth individuals)	539	$153,086,955
High net worth individuals	58	$131,697,966
Charitable organizations	5	$4,913,547
Corporations or other businesses	Fewer than 5 clients	$260,795

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
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