Advisor opportunities
Wealth Watch Advisors is a fast-growing organization that seeks the brightest and most dedicated advisors to be part of its team. Schwab custody, a nine-manager investment bench, integrated technology, and a full operations team — available whether you’re ten years in or just starting.
Why advisors look at WWA
Most advisor recruiting pitches lean on payouts and a logo sheet. The pitch that actually matters is what your week looks like once you affiliate. Where does the operations work go? Which custodian holds the assets? What technology do you stop maintaining yourself? Which managers can you allocate to without sourcing each relationship?
Wealth Watch Advisors built the answers to those questions into the platform — Schwab custody, an integrated technology stack, a fully staffed operations team, and a nine-manager investment bench. The recruiting conversation is mostly about what fits your book and what doesn’t.
Custodian
Charles Schwab & Co., Inc.
Bench
Nine third-party managers
Tenure
SEC-registered since 2015
Nine
Bench
Third-party managers, open architecture
Schwab
Custodian
Industry standard for advisor platforms
2015
Founded
10-year SEC-registered track record
CO + TX
Footprint
Englewood HQ and San Antonio
Who WWA is built for
Independence looks different at each stage. The same infrastructure serves all three — the conversation is about which pieces you actually need.
Breakaways from a wirehouse or broker-dealer who want Schwab custody, open architecture, and a path that lets you keep the book instead of renegotiating it on someone else’s terms.
Solo RIAs who want a real operations team and a broader manager bench without building either one from scratch. Plug into infrastructure, keep running your practice your way.
Newer advisors and career-changers who want structured training, mentorship, and a peer community. The Director of Advisor Development runs one-on-one coaching from week one.
What you get on day one
The platform isn’t a brochure — it’s the infrastructure your practice runs on starting on day one.
Charles Schwab as the custodian, with nine third-party managers — Redwood, Brookmont, Guggenheim, Howard Capital, Zega, Navigo, Optivise, Taiber Kosmala, Brooklyn Direct Indexing — already vetted and accessible.
Smart RIA, Redtail, Orion, LifeARC, RiskARC, Forms Logic, and Taiko — wired together so client data is entered once and flows through paperwork, proposals, and reporting without rekeying.
Onboarding, NIGO resolution, transfers, and ongoing client service handled by a dedicated operations team. Your time goes to clients, not to chasing custodian paperwork.
A 24/7 training library, daily and weekly market commentary, live trainings in Denver, an annual event in Las Vegas, and one-on-one coaching with the Director of Advisor Development.
A 10-year SEC-registered RIA with the supervisory and books-and-records infrastructure already in place — so the compliance burden you carry as an independent advisor goes down, not up.
How the conversation goes
The process is structured so you’re never wondering what happens next or when. The timeline depends on your current registration and the size of the book you’re moving.
Step 1
A short note through the form below — your background, what you’re looking for, where you’re registered today. We’ll read it and respond within one business day.
Step 2
A 30-minute call to understand your book, your current situation, and what about WWA caught your eye. Confidential, no pressure to commit to anything.
Step 3
A deeper conversation with the right people on the team — operations, technology, money managers, compliance — so you see how the platform would actually work for your practice.
Step 4
If both sides see a fit, we put a concrete affiliation structure on the table — economics, transition timeline, and the specific paperwork to get you onboarded.
Offices
An independent RIA with two offices and a team you’ll know by name.
Englewood, CO — Corporate HQ
The home office. Where live trainings happen and where the operations team is based.
San Antonio, TX
Second office serving Texas advisors and clients.
Start the conversation
Tell us a bit about your current situation — where you’re registered now, your years of experience, and what you’re looking for in an affiliation. We’ll reach out to learn more and talk about fit.
Explore the platform
The recruiting conversation goes faster when both sides have read the same things. The pages below cover the platform in detail.
Information on this page is intended for licensed financial professionals exploring an affiliation with Wealth Watch Advisors. Specific affiliation terms, compensation structures, supervisory expectations, and onboarding timelines are discussed directly with the firm and addressed in the affiliation agreement. Wealth Watch Advisors is an SEC-registered investment adviser. Registration does not imply a particular level of skill or training. Investing involves risk, including loss of principal.
