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MW
CFP
MW
CFP
Mark Thompson Woodruff
Physician Wealth Advisors, INC.
31 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Estate Planning
Business Owners
High Net Worth
Physician Wealth Advisors, INC.
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,102 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:
None
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
0.80%
$250K - $1.0M
0.70%
$1.0M - $2.0M
0.60%
$2.0M - $10.0M
0.50%
$10M+
0.40%
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
North Salt Lake City, UT
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Criminal
March 1982
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Physician Wealth Advisors, INC.
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Alta Capital Management LLC
September 2016 - April 2022 · 5 yrs 7 mos
Goldman, Sachs & CO.
August 2001 - September 2006 · 5 yrs 1 mo
Goldman, Sachs & CO.
Broker
November 2000 - June 2016 · 15 yrs 7 mos
Fidelity Brokerage Services LLC
Broker
October 1993 - October 2000 · 7 yrs
State Registrations
1 state
UT
Advisor
Exams
No exam information available for this advisor.