Wealth Watch Advisors, Inc
- Regulatory AUM
- $612M
- Discretionary
- $605M
- Clients
- 3,587
- Avg AUM / client
- $171K
- Accounts
- 3,587
- Employees
- 62
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,522 | $447M | 73.0% |
| High net worth individuals | 65 | $165M | 27.0% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $0 | — |
People (56)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clark, Tyrone | Shareholder/Member | Apr 2015 (11y) | 25% – 50% | |
| David Allen Shields | Shareholder/Member | Apr 2015 (11y) | 25% – 50% | |
| William Earl Gastl | Managing Member/Shareholder/Cco | Jun 2015 (11y) | 5% – 10% | |
| John Patrick Lynch | Shareholder/Member | Aug 2017 (9y) | 5% – 10% | |
| Ramiro Marmolejo | Registered representative | CFP Chartered Financial Consultant | Jun 2015 (11y) | |
| John Cyril Kamm | Registered representative | Jul 2015 (11y) | ||
| Steven Vrooman | Registered representative | Oct 2017 (9y) | ||
| Jason Michael Mong | Registered representative | Dec 2017 (9y) | ||
| Mark Alan Vosika | Registered representative | Jan 2018 (9y) | ||
| Roy Joseph Innella | Registered representative | Apr 2018 (8y) | ||
| Jeffrey Keegan Martin | Registered representative | Jul 2018 (8y) | ||
| Ladonna Kaye Scott | Registered representative | CFP | May 2019 (7y) | |
| James Kenneth Johnson | Registered representative | May 2019 (7y) | ||
| Berry Shotah Burkhart | Registered representative | Sep 2019 (7y) | ||
| Michael Wayne Giddeons | Registered representative | May 2020 (6y) | ||
| Andrew Lee Arehart | Registered representative | Jun 2020 (6y) | ||
| Cash Evan Matthews | Registered representative | Oct 2020 (6y) | ||
| Benton Jackson Randle | Registered representative | Oct 2020 (6y) | ||
| Marc Andrew Carlson | Registered representative | Oct 2020 (6y) | ||
| John Joseph Faure | Registered representative | Feb 2021 (5y) | ||
| Sean T Hughes | Registered representative | May 2021 (5y) | ||
| Michael Jay Opp | Registered representative | Sep 2021 (5y) | ||
| James Joseph Jurica | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Eli Howard | Registered representative | Aug 2022 (4y) | ||
| Ronald Chris Packard | Registered representative | Jul 2023 (3y) | ||
| Daniel James Packard | Registered representative | Jul 2023 (3y) | ||
| James Austin Sanders | Registered representative | Aug 2023 (3y) | ||
| Jason Anthony Madero | Registered representative | Sep 2023 (3y) | ||
| Hunter Isaac Shields | Registered representative | Dec 2023 (3y) | ||
| William Cole Watson | Registered representative | Mar 2024 (2y) | ||
| Michael James Strong | Registered representative | Apr 2024 (2y) | ||
| Aaron Joseph Cormier | Registered representative | Chartered Financial Consultant | Aug 2024 (2y) | |
| Charles Stewart Cannon | Registered representative | CFP | Oct 2024 (2y) | |
| Brian Dufort Lowery | Registered representative | Oct 2024 (2y) | ||
| Christopher Shawn De Veny | Registered representative | Oct 2024 (2y) | ||
| Zachary Blaine Stively | Registered representative | Jan 2025 (2y) | ||
| Stephen Michael Luscher | Registered representative | Feb 2025 (1y) | ||
| Chris Rashad Benson | Registered representative | Jun 2025 (1y) | ||
| Matt R Gsellman | Registered representative | CFP | Jul 2025 (1y) | |
| Raymond Patrick Oconnell | Registered representative | Jul 2025 (1y) | ||
| Jordan Xavier Hyde | Registered representative | Jul 2025 (1y) | ||
| Joseph Randal Watson | Registered representative | Sep 2025 (1y) | ||
| Darryl John Pryor | Registered representative | Chartered Financial Consultant | Oct 2025 (1y) | |
| Lance Opp | Registered representative | Oct 2025 (1y) | ||
| Catherine Mae Milano | Registered representative | Jan 2026 (1y) | ||
| Brian Eugene Carden | Registered representative | Jan 2026 (1y) | ||
| Shawn Michael Mercer | Registered representative | Jan 2026 (1y) | ||
| George Franklin Wells | Registered representative | Jan 2026 (1y) | ||
| Andrew James Mong | Registered representative | Jan 2026 (1y) | ||
| Mark Robert Scherer | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Kelli Lyn Gabriel | Registered representative | Feb 2026 (0y) | ||
| Arthur Glenn | Registered representative | Mar 2026 (0y) | ||
| Benjjamin K Zales | Registered representative | May 2026 (0y) | ||
| Howard Justin Heatherly | Registered representative | May 2026 (0y) | ||
| Benjamin Marion Green | Registered representative | May 2026 (0y) | ||
| Brian Wilson Johnson | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: PLAINTIFFS ALLEDGE WWA FAILED TO ADEQUATELY SUPERVISE THE OUTSIDE BUSINESS ACTIVITY RELATED TO PROMISSORY NOTE SALES OF AN IAR WHILE REGISTERED WITH THEM. Status: Pending Summary: FORMER IAR MICHAEL L. COX DISCLOSED AN OUTSIDE BUSINESS ACTIVITY, FERRUM CAPITAL, THROUGH WHICH HE ALLEGEDLY SOLD UNREGISTERED PROMISSORY NOTES. PLAINTIFFS CLAIM WWA HAD A DUTY TO SUPERVISE THIS ACTIVITY AND FAILED TO DO SO. THE NOTES AT ISSUE ALLEGEDLY DEFAULTED, AND FERRUM CAPITAL FILED BANKRUPTCY. THE PLAINTIFFS ARE SEEKING MONETARY DAMAGES FROM WWA.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $439M (72% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗