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NuWealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,500,000
Clients
260
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
260
Very HighAverage account size
$121,154
About
NuWealth Advisors, LLC provides financial planning, retirement-plan advisory, and asset management services to individual clients (including high‑net‑worth individuals) and business entities. The firm also offers single‑topic consulting and facilitates insurance product transactions through licensed agents affiliated with the firm.
Investment management is delivered through SEI’s turn‑key asset management programs; the firm gathers clients’ objectives and risk profiles, selects appropriate SEI model portfolios, and conducts periodic reviews while SEI executes trades, monitors performance, and rebalances portfolios. The firm does not perform quantitative or qualitative analysis of individual securities and does not maintain proprietary model portfolios.
The firm’s operating model is noteworthy for a solo adviser: it serves about 260 client relationships, a client‑to‑advisor ratio that is uncommon among independent firms. It also does not bill clients directly on a percentage‑of‑assets basis for asset management—rather, advisory compensation flows through the SEI platform—and combines plan advisory and insurance‑licensing activities with its TAMP‑based investment delivery.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Life insurance needs analysis
Cash flow / budgeting
Fee options
Flat fee of $1,500 - $2,500 for financial planning services
$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $7,500,000: 0.55% annually $7,500,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Commissions earned by persons licensed as insurance agents for selling insurance products, separate and distinct from advisory fees
Hourly rate of $200 per hour for single subject financial planning/general consulting services
Fee-only: Flat fee of $1,500 - $2,500 for financial planning services, negotiable; $200/hour for single subject financial planning/general consulting services
Main office location
NuWealth Advisors, LLC
216 West St George Blvd., Suite 101
St. George UT 84770, United States
Number of offices
1
Most active in
NuWealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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