Overview
Assets Under Management: $659 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 101
Average Client Assets: $2.2 million
Frequently Asked Questions
PWA WEALTH MANAGEMENT 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 #126927), PWA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PWA WEALTH MANAGEMENT is headquartered in PITTSBURGH, PA.
PWA WEALTH MANAGEMENT serves 101 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, PWA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PWA WEALTH MANAGEMENT manages $659 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, PWA WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.71%
Average Client Assets: $2.2 million
Total Client Accounts: 2,129
Discretionary Accounts: 2,129
Regulatory Filings
CRD Number: 126927
Filing ID: 1187257
Last Filing Date: 2018-03-29 13:19:00