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EWA, LLC
CRD 308977 · SEC 801-118806
381 MANSFIELD AVE, SUITE 200 A & B, PITTSBURGH, PA, 15220, United States
Phone
(412) 288-2363
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$750.7M
Discretionary AUM
$750.7M
Team
14 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $655.6M |
| High net worth individuals | 203 | $95.1M |
States served
IL, IN, MD, NY, NC, OH, PA, VA, WA, TX, NH, FL
All web addresses on file
- https://ewa-llc.com/
- https://www.linkedin.com/company/equilibrium-wealth-advisors/
- https://www.facebook.com/EquilibriumWealthAdvisors/
- https://www.linkedin.com/in/jamison-smith-6b443b10a/
- https://www.linkedin.com/in/mattblocki/
- https://www.instagram.com/ewa.llc/
- https://www.linkedin.com/in/chris-pavcic-2979bb141/
- https://podcasts.apple.com/us/podcast/fin-lyt-by-ewa/id1680891944
- https://twitter.com/FINLYTbyEWA
- https://www.linkedin.com/in/stephanie-bogden-mba-wmcp%C2%AE-27a88645/
- https://www.linkedin.com/in/jordan-fediaczko-b8776b156/
- https://open.spotify.com/show/412ViNc8fPDNFAX0Dtmqzb
- https://www.linkedin.com/in/benruttenberg/
- https://www.linkedin.com/in/nick-stonesifer-cfp%C2%AE-chfc%C2%AE-97439244/
- https://ewa-llc.com/
Official SEC filing: View on IAPD