Choice Wealth Advisors Llc
- Regulatory AUM
- $323M
- Discretionary
- $323M
- Clients
- 602
- Avg AUM / client
- $537K
- Accounts
- 1,247
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 514 | $118M | 36.5% |
| High net worth individuals | 88 | $197M | 60.9% |
| Charitable organizations | Fewer than 5 clients | $4.0M | 1.24% |
| State or municipal government entities | Fewer than 5 clients | $4.1M | 1.28% |
| Corporations and other businesses | Fewer than 5 clients | $295K | 0.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Alcom, Llc 401(k) Plan Alcom, Llc | Winslow, ME | 2024 |
| Combined Management, Inc. 401(k) Profit Sharing Plan Combined Management, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Arthur Markos | Chief Compliance Officer | CFP | Jun 2018 (8y) | ≈ 56.25% – 100% via Choice Investments |
| Glenn Richard Whalen | Registered representative | Aug 2018 (8y) | ||
| Matthew James Libby | Registered representative | CFP | Aug 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Choice Investments | Managing Member | Jun 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Arthur Markos: 75% – 100% of Choice Investments × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Alcom, Llc 401(k) Plan | Alcom, Llc | 961 | $15.6M | 01/01/2024 |
| Combined Management, Inc. 401(k) Profit Sharing Plan | Combined Management, Inc. | 375 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 860 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $323M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗