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| Keyboard |
| Pension & Wealth Management Advisors Inc
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|---|---|
| CRD # | 309546 |
| SEC # | 801-119016 |
| CIK # | |
| AUM | 529.8 M (2026-05-06) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-810-0800 |
| Address | 800 South Street Waltham, MA 02453 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 92.2 |
| (b) Individuals (high net worth individuals) | 105 | 362.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 30 | 69.1 |
| (h) Charitable organizations | 0 | 5.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 529.8 |
| By Discretionary | ||
| Discretionary | 501 | 511.8 |
| Non-Discretionary | 24 | 18.0 |
| Total | 525 | 529.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 523.0 | |
| Total | 525 | 529.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robertson Investment Management
✚
|
TX | 534.1 M |
|
Jacksonville Wealth Management LLC
✚
|
FL | 533.5 M |
|
DST Wealth Management LLC
✚
|
CA | 532.1 M |
|
Denver Wealth Management Inc
✚
|
CO | 529.8 M |
|
Gagnon Securities LLC
✚
|
NY | 529.7 M |
|
Sa Mason LLC
✚
|
MI | 528.7 M |
|
Peterson Wealth Services Inc
✚
|
UT | 528.5 M |
|
Noble Family Wealth LLC
✚
|
FL | 527.5 M |
|
Compass Financial Advisory Services LLC
✚
|
FL | 527.2 M |
|
Core Planning LLC
✚
|
MO | 525.0 M |