Wealth Watch Advisors, Inc.
Wealth Watch Advisors, Inc is an SEC-registered investment advisory firm headquartered in Denver, Colorado. Founded to support independent financial advisors, the firm offers a wide range of financial solutions and investment options, with a particular emphasis on diversified portfolio management through partnerships with third-party investment managers. Serving advisors and their clients nationwide, Wealth Watch Advisors has a staff of approximately 54 employees and provides technology, compliance, training, and portfolio solutions.
Investment Strategy
Wealth Watch Advisors focuses on offering independent financial advisors access to diversified investment solutions, primarily through third-party managers and a selection of investment model portfolios. The firm blends model strategies across asset managers in client accounts, aiming to provide both broad diversification and customization aligned with individual client needs. Wealth Watch Advisors utilizes technology, proprietary models, and established strategic partnerships to drive performance, manage risk, and operate within a fiduciary framework.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQH | NORTHERN LTS FD TR III | 13.59% | $23.5M | 347,604 | $67.03 | $67.61 | +$3.1M |
C CWB | SPDR SERIES TRUST | 10.64% | $18.4M | 222,502 | $77.89 | $82.66 | +$1.1M |
L LGH | NORTHERN LTS FD TR III | 10.30% | $17.8M | 327,224 | $52.07 | $54.44 | +$1.9M |
H HCMT | DIREXION SHS ETF TR | 8.70% | $15.0M | 461,520 | $35.93 | $32.58 | +$1.7M |
V VOO | VANGUARD INDEX FDS | 4.67% | $8.1M | 14,220 | $540.32 | $568.03 | +$1.1M |