Overview
Assets Under Management: $268 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
PWA FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165369), PWA FINANCIAL is subject to fiduciary duty under federal law.
PWA FINANCIAL is headquartered in NEWTOWN, PA.
PWA FINANCIAL serves 60 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, PWA FINANCIAL offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PWA FINANCIAL manages $268 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, PWA FINANCIAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,012
Discretionary Accounts: 1,012
Regulatory Filings
CRD Number: 165369
Last Filing Date: 2025-01-28 00:00:00
Website: https://pwafinancial.com