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| Keyboard |
| PW Advisors LLC
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|---|---|
| CRD # | 336499 |
| SEC # | 801-132980 |
| CIK # | |
| AUM | 131.8 M (2026-04-15) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 850-972-9725 |
| Address | 3233 Thomasville Road Tallahassee, FL 32308 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 25.7 |
| (b) Individuals (high net worth individuals) | 224 | 101.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 11 | 2.9 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 131.8 |
| By Discretionary | ||
| Discretionary | 500 | 131.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 500 | 131.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 131.5 | |
| Total | 500 | 131.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PMV Capital Advisers LLC
✚
|
TX | 132.0 M |
|
JGC Wealth Management LLC
✚
|
OR | 132.0 M |
|
Blue Line Capital LLC
✚
|
IL | 131.9 M |
|
Advisor Compliance Partners LLC
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|
HI | 131.9 M |
|
Professional Trading Services Brokerage LLC
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NJ | 131.7 M |
|
Teplitz Financial Group LLC
✚
|
NJ | 131.7 M |
|
Corinthian Wealth Management Inc
✚
|
CA | 131.7 M |
|
LMPG Wealth Advisors LLC
✚
|
FL | 131.7 M |
|
The Breit Group LLC
✚
|
NC | 131.6 M |
|
AWR Investment Management LLC
✚
|
CA | 131.6 M |