Client Agreements

• WealthVisors Investment Advisory Agreement

General

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

• Terms of Use
• Privacy Policy
• Copyright policy
• Full Disclosure

Firm Documents

• 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.