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Pension & Wealth Management Advisors, Inc.

● SEC registered since 2020CRD 309546SEC# 801-119016Waltham, MA
Export (members)
Reg. AUM
$452.2M
Employees
9
Accounts
429
Location
Waltham, MA

Pension & Wealth Management Advisors, Inc. assets under management

Pension & Wealth Management Advisors, Inc. operates as an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2020. It reports $452.2 million in regulatory assets under management and employs 9 people.
www.instagram.com/pensionwealthView on SEC.gov ↗

Pension & Wealth Management Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
George Paul Webb ControlPresident, Ceo, And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Pension & Wealth Management Advisors, Inc. manage?

Pension & Wealth Management Advisors, Inc. reports $452.2 million in regulatory assets under management on its Form ADV.

How many employees does Pension & Wealth Management Advisors, Inc. have?

Pension & Wealth Management Advisors, Inc. reports 9 employees.

Where is Pension & Wealth Management Advisors, Inc. located?

Pension & Wealth Management Advisors, Inc. is based in Waltham, MA and has been SEC-registered since 2020.

Does Pension & Wealth Management Advisors, Inc. disclose fund performance?

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

Contact & registration

Address800 South Street, Suite 160, Waltham, MA 02453
Phone781-810-0800
Fax1-800-616-5532
Office hours8 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$433.7M
Non-discretionary$18.5M
Total (RAUM)$452.2M