MedWealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,869,965
Clients
13
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$759,228
About
MedWealth Advisors is an independent, single‑advisor firm that provides individualized investment management and ongoing comprehensive financial planning. The firm primarily works with medical doctors at all career stages, while retaining the discretion to accept non‑physician clients.
Investment decisions combine fundamental and technical analysis within a Modern Portfolio Theory framework, using a mix of passive and active vehicles to construct diversified, goal‑oriented portfolios. Accounts are managed on a discretionary basis within client‑imposed restrictions, with regular reviews and ongoing planner contact to monitor implementation and update plans.
Notably, the firm does not rely solely on a standard percentage‑of‑assets fee model and instead uses alternative billing arrangements tailored to physician clients, including flat and income‑based options and blended net‑worth–based fees for others. The practice is small in scale—managing under $10 million for a low‑teens client roster—operates without outside affiliations or third‑party compensation, and is led by a CFP‑certified principal who also engages in limited outside consulting.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Occupation focus
Doctor or Medical Professional
Fee options
$0 - $1,000,000: 1.00% (paid quarterly) $1,000,001+: 0.50% (paid quarterly)
Fixed monthly or quarterly fees for ongoing comprehensive financial planning
Minimum fee: $450 per month or 2% of gross household income (lesser amount) for physicians with net worth below $500,000 Fee-only: Fixed fees as monthly or quarterly payments for planning and investment management services
Main office location
MedWealth Advisors
Pittsburgh PA, United States
Number of offices
1
Most active in
MedWealth Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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