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PVA FINANCIAL, LLC

PVA FINANCIAL LLC

CRD 312523 · SEC 801-136637

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$136.9M

Discretionary AUM

$114.2M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals15$8.6M
High net worth individuals34$102.2M

All web addresses on file

Official SEC filing: View on IAPD