Director · Physician Wealth Advisors, Inc.
Michelle S. McOmber
CRD 5031360 · Named on Form ADV at one SEC-registered adviser
At a glance
Physician Wealth Advisors, Inc., an SEC-registered wealth manager based in Salt Lake City, UT with $2.0 billion in regulatory assets, lists Michelle S. McOmber on its Form ADV as Director.
Firms and roles
- Physician Wealth Advisors, Inc.DirectorWealth manager · Salt Lake City, UT · $2.0B in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Jeffrey D. ZesigerChief Compliance Officer, President, Physician Wealth Advisors, Inc.
- Steven K. MillerDirector, Physician Wealth Advisors, Inc.
- Howard R WeeksDirector, Physician Wealth Advisors, Inc.
- Ryan M BladenExecutive Vice President, Physician Wealth Advisors, Inc.
- Eric A. HalvorsenExecutive Vice President, Physician Wealth Advisors, Inc.
6 more people named with Michelle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.