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PERSONAL WEALTH ADVISORY, LLC
CRD 125259
630 DELP ROAD, SUITE 100, LANCASTER, PA, 17601, United States
Phone
717-735-1170
Fax
717-735-1181
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 3 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $0 |
All web addresses on file
Official SEC filing: View on IAPD