You’re going independent
Breakaways leaving a wirehouse or broker-dealer. Schwab custody, open architecture, and a path that lets you keep your book instead of renegotiating it on someone else’s terms.
For financial advisors
A platform built by advisors, for advisors.
Wealth Watch Advisors gives independent financial advisors Charles Schwab custody, a nine-manager investment bench, a fully staffed operations team, and integrated technology — so you can spend more time with clients and less time on paperwork.
Who we’re for
Three shapes of advisor, one platform.
Independence looks different at each stage. The platform is built so the same infrastructure serves all three.
You’re already independent and want more leverage
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.
You’re building your practice
Newer advisors and career-changers who want structured training, mentorship, and a peer community — not an isolated desk. The Director of Advisor Development runs one-on-one coaching.
Nine
Third-party managers
Open architecture without sourcing each one yourself.
Schwab
Custodian
Industry standard for independent advisor platforms.
2015
Founded
10-year SEC-registered track record.
CO + TX
Footprint
Englewood HQ and San Antonio, serving nationally.
The platform map
Four pillars. Four pages.
The platform is the technology, the operations team, the training program, and the affiliation path. Each one has its own page below — read whichever ones matter most to you.
And the manager bench.
The four pillars sit on top of an open-architecture bench of nine third-party managers — Redwood, Brookmont, Guggenheim, Howard Capital, Zega, Navigo, Optivise, Taiber Kosmala, and Brooklyn Direct Indexing. Browse the roster on the money-managers page.
Compliance & supervision
Real infrastructure, not a compliance afterthought.
Advisors care about this even when it’s unglamorous. The public record sits at /disclosures — Form ADV Part 2A, Form CRS, and the Privacy Policy are all one click away.
SEC-registered RIA
Founded 2015 — a 10-year registration track record.
Custodian
Charles Schwab & Co., Inc.
Public record
Form ADV Part 2A, Form CRS, and Privacy Policy are published online and on IAPD.
FAQ
What advisors ask before affiliating.
The questions the rest of the industry avoids publishing. We’d rather start the conversation here.
Yes. Advisors who affiliate with Wealth Watch Advisors bring their existing clients with them. WWA does not require you to transfer ownership of your relationships as a condition of affiliation. (TODO: confirm exact affiliation model — IAR under WWA’s RIA vs. alternate structure — with the WWA compliance team before finalizing this language.)
Compensation is structured around the services you use on the platform — custody, technology, operations, and third-party manager access. We walk through the specifics in a direct conversation because the right structure depends on your book, the services you need, and the fee model you run with clients. Use the introduction form below and we’ll discuss numbers on the first call. (TODO: client to confirm whether a public payout range can be published.)
The third-party manager bench (Redwood, Brookmont, Guggenheim, Howard Capital, Zega, Navigo, Optivise, Taiber Kosmala, Brooklyn Direct Indexing) is available for advisors who want open-architecture access without vetting each relationship themselves. WWA-proprietary strategies sit alongside the bench. (TODO: confirm with client the exact policy on running advisor-built models.)
Onboarding depends on your current registration status, custodian transitions, and how many client accounts move. We’ll walk through a realistic timeline on your first call. (TODO: replace with the standard timeline range WWA quotes advisors.)
Advisors own their client relationships. WWA does not require non-solicit terms that strand your book on the platform. (TODO: confirm the exact contractual language advisors should expect.)
Both. The Director of Advisor Development runs one-on-one coaching and plan-design consultations, and the 24/7 training library plus weekly webinars from the money managers on the platform are designed to support advisors who are earlier in their careers as well as established ones.
Wealth Watch Advisors is an SEC-registered investment adviser headquartered in Englewood, Colorado, with a second office in San Antonio, Texas. (TODO: confirm the list of state notice-filings the firm maintains so we can publish it here.)
Start the conversation
Introduce yourself.
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.