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Englewood, CO Office

Team
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Wealth Watch Advisors, Inc logo

Wealth Watch Advisors, Inc

Multi-team

Firm-wide stats for Wealth Watch Advisors, Inc

Total advisors

54

Across 42 offices

Clients per advisor

66 High

Avg AUM per client

$170,718 Very Low

HNW client ratio

2% Very Low

About

Wealth Watch Advisors provides advisory services to a broad client mix including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and financial institutions, and it also accepts engagements from other registered investment advisers. Services include discretionary and non‑discretionary portfolio management implemented largely through approved third‑party model managers, as well as financial planning, consulting, and acting as a solicitor for selected SAM programs.

The firm’s Investment Committee vets and monitors third‑party sub‑advisors and model allocations, and Wealth Watch describes its analytic toolkit as a blend of quantitative, qualitative and technical methods—employing strategies that can include tactical asset allocation, options, structured notes, and conventional ETFs and mutual funds depending on the chosen model. Wealth Watch also makes approved alternative private placements available to eligible accredited investors and requires separate disclosures and subscription supplements for those offerings.

Notable distinguishing features include serving other investment advisers and financial institutions and acting as the designated RIA firm of record for certain employer‑sponsored retirement plans administered via a third‑party recordkeeper, John Hancock. The firm’s Investment Committee has approved specific private placements for accredited clients (GrayStreet Drilling Fund II, an oil and gas drilling vehicle, and Aphorio Carter Critical Infrastructure Fund II, a digital infrastructure fund), the firm discloses owner affiliations with insurance/marketing entities, and it is named in pending civil litigation related to the conduct of a former independent contractor.

Based on Wealth Watch Advisors, Inc

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management

Based on Wealth Watch Advisors, Inc

Occupation focus

Founder/Business Owner Retired

Based on Wealth Watch Advisors, Inc

Location

S Valley Hwy, 8310

Englewood CO 80112

Advisors at this office

6

Advisors at this office

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Jason M

Series 63, Series 65

Englewood, CO

Wealth Watch Advisors, Inc

Jason Mong is a financial advisor at Wealth Watch Advisors, Inc. with 21 years of industry experience. He has worked with Wealth Watch Advisors since 2017 and previously held roles at Securities America, Inc., and operates Mong Financial Services, which includes insurance sales. He is licensed with Series 63 and Series 65 designations. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm utilizes a combination of quantitative, qualitative, and technical investment methods through third-party model managers and offers both traditional and alternative investment options.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired

Brian J

Series 63, Series 66

Englewood, CO

Wealth Watch Advisors, Inc

Brian Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he works with clients to develop and improve financial plans tailored to their family's unique needs, maintaining open communication throughout the process. He has accumulated over 19 years of experience in the financial services industry, having held positions including Portfolio Specialist and Client Management Representative at Fidelity Investments, Investment Advisor at Branch Bank & Trust, Vice President Financial Advisor at Morgan Stanley, and Associate Vice President Financial Advisor at Morgan Keegan. Brian holds insurance licenses in Arkansas and California.

Wealth management Retirement income strategy Income planning General retirement planning Financial Professional
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Andrew M

Series 63, Series 65

Englewood, CO

Wealth Watch Advisors, Inc

Andrew Mong is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Wealth Watch Advisors, he worked at Worth Retirement Advisors and Fidelity Investments. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a range of strategies through vetted third-party managers and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Steven V

Series 63, Series 65

Englewood, CO

Wealth Watch Advisors, Inc

Steven Vrooman is a financial advisor with Wealth Watch Advisors, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Wealth Watch Advisors since 2017 and is also the managing member of Senior and Family Financial, LLC, where he holds workshops and is involved in insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies vetted by its Investment Committee, offering portfolio management primarily through third-party model managers, as well as financial planning and consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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John K

Series 66

Englewood, CO

Wealth Watch Advisors, Inc

John Kamm is a financial advisor at Wealth Watch Advisors, Inc with 14 years of industry experience. He holds a Series 66 designation and has been with Wealth Watch Advisors LLC since 2015. Outside of financial advisory, he is a part-owner and director of several non-investment businesses, including a mortuary supplies company and a funeral service company operating in Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm utilizes a range of investment strategies through vetted third-party model managers and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
user avatar

William G

Series 63, Series 65

Englewood, CO

Wealth Watch Advisors, Inc

William Gastl is a financial advisor with Wealth Watch Advisors, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Wealth Watch Advisors since 2015. Outside of his advisory role, Gastl is the owner and CEO of Sequel Financial Corporation, a licensed insurance agency, and serves as a board member of Wealth Watch Partners, an insurance marketing organization. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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