PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Doing business as PENSION & WEALTH MANAGEMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$529,811,638
Discretionary
$511,825,542
Non-discretionary
$17,986,096
Firm details
- CRD number
- 309546
- SEC file number
- 801-119016
- Main office
- WALTHAM, MA, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.