About the firm
An SEC-registered RIA founded in 2015, custodied at Charles Schwab, and run by a team that believes wealth management should belong to more than one house view.
Our story
Wealth Watch Advisors was founded in 2015 in Englewood, Colorado as an SEC-registered investment adviser. The firm was built on a conviction that clients and advisors are better served when investment management draws on more than one house — so the platform stands up institutional third-party managers, Charles Schwab custody, and the compliance and operations infrastructure to use them well.
Today the firm supports independent advisors across the country from two offices: corporate headquarters in Englewood and a second office in San Antonio, Texas. Every client account is titled in the client’s name at Charles Schwab & Co., one of the largest custodians in the industry. The relationship between the client and their advisor stays local. The infrastructure behind it runs in the background.
Founded
2015
Custodian
Charles Schwab & Co., Inc.
Offices
Englewood, CO · San Antonio, TX
The team
Leadership, operations, advisor development, and in-house engineering — the team that runs the infrastructure every client and advisor touches.
Chief Executive Officer
David has mentored agents and advisors across financial planning for roughly three decades. As CEO, he has led the firm from its founding into a multi-state RIA with advisors nationwide, and continues to work with personal clients on retirement and long-term planning.
San Antonio, TX
Chief Operations Officer
Bill joined Wealth Watch Advisors in 2017 after four decades in consulting, finance, investment, and insurance operations. He serves as COO, board member, and chair of the Investment Committee. He holds the CLU and CFF designations from The American College.
Englewood, CO
Director of Advisor Development
James has spent his career in financial services with a focus on managing portfolio risk and volatility while pursuing the returns clients need. He holds the CFP®, ChFC®, CLU®, RICP®, and AEP® designations, and works directly with advisors to translate those disciplines into the firm's day-to-day practice.
Englewood, CO
Director of Operations
Casey joined Wealth Watch Advisors in 2018 with more than a decade in financial-services operations. She leads third-party relationships, process design, advisor support, and compliance standards, and previously held roles at Personal Capital, Transamerica, and Pershing.
Englewood, CO
Director of Business Development
Meliza brings more than fifteen years in investment consulting and private banking. She leads growth strategy, market expansion, and brand presence for the firm, and manages several of its key client relationships. She is bilingual in English and Spanish.
San Antonio, TX
Director of Marketing
Lilian leads brand, digital, and campaign strategy with more than a decade of marketing experience across global enterprises and mid-sized firms. She holds an MBA in Finance and Economics, and brings a global perspective — she is trilingual in English, Spanish, and German.
San Antonio, TX
Advisor Support Specialist
Briannah is a finance-operations professional with nearly a decade supporting advisors and clients across banking and investment services. She specializes in streamlining process, maintaining compliance, and improving the day-to-day experience for advisors nationwide.
Englewood, CO
Advisor Support Specialist
Kimberly brings twelve years in the financial industry to her work supporting advisors and internal operations. She helps advisors execute investment processes cleanly and keeps operational workflow moving across departments.
San Antonio, TX
Advisor Support Specialist
Colleen has over fifteen years in finance and has been recognized for her strategic insight. A background in the environmental industry gives her a distinctive cross-domain perspective on planning and investment.
Englewood, CO
Contract Specialist
Jocelyn supports the firm’s life-and-annuity operations as a Contract Specialist. She earned her degree from UTSA and brings a collaborative, operations-first approach to advisor and client requests.
San Antonio, TX
Programming Specialist
Shahroz joined Wealth Watch Advisors in 2021 as the in-house programming specialist, where he builds and maintains the firm’s proprietary Risk Assessment and Financial Questionnaire tools. He brings six-plus years of development and cloud experience from JPMorgan Chase and Discover Financial.
San Antonio, TX
Offices
Corporate headquarters in Englewood, Colorado, and a second office in San Antonio, Texas. Both offices are open Monday through Friday.
Corporate HQ
8310 South Valley Highway, Suite 107Englewood, CO 80112San Antonio Office
300 East Sonterra Blvd, Suite 460San Antonio, TX 78258What we stand for
Advisors keep their book, their brand, and their relationships. The platform exists to support the relationship, not replace it.
Every managed account is titled in the client’s name at Charles Schwab, one of the largest financial custodians in the U.S.
Operations, compliance, advisor development, and in-house engineering all run from Englewood and San Antonio.
Get in touch
A complimentary first conversation. We’ll answer your questions and, if it’s a fit, map out next steps with a local advisor.
