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Ameriserv Wealth Advisors Inc

● SEC registered since 1994CRD 105846SEC# 801-47835Johnstown, PA
Export (members)
Reg. AUM
$1.06B
Employees
5
Accounts
1,124
Location
Johnstown, PA

Ameriserv Wealth Advisors Inc assets under management

Ameriserv Wealth Advisors Inc operates as an SEC-registered investment adviser based in Johnstown, PA. The firm has been registered since 1994. It reports $1.1 billion in regulatory assets under management and employs 5 people.

Ameriserv Wealth Advisors Inc owners & executives

11 reported
NameTitleOwnershipSince
Ameriserv Financial Bank ControlOwnerOver 75%2007
Amy Bradley ControlDirector (board Member)Under 5%2024
Cara Marie CawoodChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Ameriserv Wealth Advisors Inc manage?

Ameriserv Wealth Advisors Inc reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Ameriserv Wealth Advisors Inc have?

Ameriserv Wealth Advisors Inc reports 5 employees.

Where is Ameriserv Wealth Advisors Inc located?

Ameriserv Wealth Advisors Inc is based in Johnstown, PA and has been SEC-registered since 1994.

Does Ameriserv Wealth Advisors Inc disclose fund performance?

Ameriserv Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address216 Franklin Street, Johnstown, PA 15901-1911
Phone814-533-5338
Fax814-533-5128
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1102062
Discloses disciplinary historyNo

Assets under management

Discretionary$1.06B
Non-discretionary$0
Total (RAUM)$1.06B