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PENSION & WEALTH MANAGEMENT ADVISORS
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CRD 309546 · SEC 801-119016
800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453, United States
Phone
781-810-0800
Fax
1-800-616-5532
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.8M
Discretionary AUM
$511.8M
Team
13 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $92.2M |
| High net worth individuals | 105 | $362.9M |
| Pension/profit sharing plans | 30 | $69.1M |
States served
AZ, CA, CO, IL, IN, MA, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD