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| Ameriserv Wealth Advisors Inc
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|---|---|
| CRD # | 105846 |
| SEC # | 801-47835 |
| CIK # | 0001102062 |
| AUM | 1,111.9 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 814-533-5338 |
| Address | 216 Franklin Street Johnstown, PA 15901-1911 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ameriserv Financial Inc /PA/ | 3.2 | ||
| Lilly Eli & Co | 2.6 | ||
| Apple Inc | 2.2 | ||
| Nvidia Corp | 1.8 | ||
| Wal Mart Stores Inc | 1.1 | ||
| SPDR Gold Trust | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| United States Natural Gas Fund LP | 0.7 | ||
| Altria Group Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 16.4 |
| (b) Individuals (high net worth individuals) | 18 | 46.2 |
| (c) Banking or thrift institutions | 0 | 1,000.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 16.5 |
| (n) Other | 0 | 20.0 |
| Total | 1,073 | 1,111.9 |
| By Discretionary | ||
| Discretionary | 1,073 | 1,111.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,073 | 1,111.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,111.9 | |
| Total | 1,073 | 1,111.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001102062] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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