Legal Documents

Client Agreements

These are the terms that you agree to when becoming a client of WealthVisors.

  • Form ADV Part 1
    • Our uniform annual filing form with both the Securities and Exchange Commission (SEC) and state securities authorities as a Registered Investment Advisor (RIA). 
  • Form ADV Part 2A
    • Our official “Firm Brochure” that provides a description of the products and services offered by WealthVisors LLC. 
  • Form ADV Part 2B
    • Our firm’s “Supplemental Brochure” that provides an overview of our supervised persons at WealthVisors.