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PERSONAL WEALTH MANAGEMENT ADVISORS, INC.
CRD 135588
6001 TAIN DRIVE, SUITE 104, DUBLIN, OH, 43017, United States
Phone
614-336-7962
Fax
614-336-7762
Registration
— (—)
Source
State registered
Total AUM
$19.2M
Discretionary AUM
$19.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.2M |
| High net worth individuals | 5 | $9.9M |
Official SEC filing: View on IAPD