|
⚲
|
| Keyboard |
| PVA Financial LLC
✚
|
|
|---|---|
| CRD # | 312523 |
| SEC # | 801-136637 |
| CIK # | |
| AUM | 136.9 M (2026-06-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 773-825-9090 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 8.6 |
| (b) Individuals (high net worth individuals) | 34 | 102.2 |
| (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 | 0 | 3.3 |
| (h) Charitable organizations | 0 | 22.6 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 136.9 |
| By Discretionary | ||
| Discretionary | 336 | 114.2 |
| Non-Discretionary | 5 | 22.6 |
| Total | 341 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.9 | |
| Total | 341 | 136.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Keystone Wealth Management Inc
✚
|
IA | 137.4 M |
|
Global Brokerage Services Inc
✚
|
MD | 137.3 M |
|
Jaras Financial Services Inc
✚
|
137.2 M | |
|
Directional Asset Management LLC
✚
|
IL | 136.9 M |
|
ORBA Wealth Advisors LLC
✚
|
IL | 136.9 M |
|
Coordinated Capital Securities Inc
✚
|
WI | 136.8 M |
|
Norton Capital Management Inc
✚
|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
✚
|
OH | 136.5 M |
|
Bridgelight Capital LLC
✚
|
AZ | 136.4 M |
|
MFT Wealth Management Inc
✚
|
136.3 M |