Trent
Searle
Physician Wealth Advisors, Inc
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About this Advisor
Trent Searle is a financial advisor based in Midvale, Utah, working with Physician Wealth Advisors, Inc. Trent has previously held positions at Physician Wealth Advisors, Inc (formerly known as Uma Financial Services), Truenorth Wealth, and 8 Pillars, LLC. Trent is registered to provide services in Utah. Currently, Trent is part of Physician Wealth Advisors, Inc, which operates out of Midvale, Utah. The firm has 15 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Physician Wealth Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Physician Wealth Advisors, Inc Brokerage Details
$1,532,368,890
15
6,048
$253,368
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Trent Searle Work History
Physician Wealth Advisors, Inc (Fka Uma Financial Services)
Truenorth Wealth
8 Pillars, LLC
Disclosures
Please visit the SEC profile of Trent Searle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Physician Wealth Advisors, Inc
Midvale, UT
Salt Lake City, UT
Midvale, UT
Salt Lake City, UT
North Salt Lake City, UT
Midvale, UT
Salt Lake City, UT
Midvale, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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