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.