Pwa Wealth Management

Pwa Wealth Management (CRD# 126927) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $582,360,000 in 2,063 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    582
    MILLION
  • Total Number of Accounts
    2,063
    ACCOUNTS
  • Average Account Value
    $282,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WV

Financial Advisors at Pwa Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Keith P. Biskup
CRD#: 4823398
542 Rugh Street, Suite 1000, Greensburg, PA 15601
96
Wealthminder
score

Keith Biskup (CRD# 4823398) is an Investment Advisor Representative working at Pwa Wealth Management in Greensburg, PA and has over 13 years of experience in the finance industry. Keith Biskup has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel P. McCurry
CRD#: 4932677
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
96
Wealthminder
score

Daniel McCurry (CRD# 4932677) is an Investment Advisor Representative working at Pwa Wealth Management in Pittsburgh, PA and has over 12 years of experience in the finance industry. Daniel McCurry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stuart M. Miller
CRD#: 719571
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
96
Wealthminder
score

Stuart Miller (CRD# 719571) is an Investment Advisor Representative working at Pwa Wealth Management in Pittsburgh, PA and has over 37 years of experience in the finance industry. Stuart Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael J. Passalinqua
CRD#: 2280137
542 Rugh Street, Suite 1000, Greensburg, PA 15601
96
Wealthminder
score

Michael Passalinqua (CRD# 2280137) is an Investment Advisor Representative working at Pwa Wealth Management in Greensburg, PA and has over 25 years of experience in the finance industry. Michael Passalinqua has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kevin P. Comstock
CRD#: 4937020
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Kevin Comstock (CRD# 4937020) is an Investment Advisor Representative working at Pwa Wealth Management in Pittsburgh, PA and has over 12 years of experience in the finance industry.

6
Jeffrey J. Heasley
CRD#: 4130241
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Jeffrey Heasley (CRD# 4130241) is an Investment Advisor Representative working at Pwa Wealth Management in Pittsburgh, PA and has over 18 years of experience in the finance industry.

7
Cara M. Sharbaugh
CRD#: 5537077
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Cara Sharbaugh (CRD# 5537077) is an Investment Advisor Representative working at Pwa Wealth Management in Pittsburgh, PA and has over 7 years of experience in the finance industry.

8
Jody A. Werner
CRD#: 1530498
542 Rugh Street, Suite 1000, Greensburg, PA 15601
93
Wealthminder
score

Jody Werner (CRD# 1530498) is an Investment Advisor Representative working at Pwa Wealth Management in Greensburg, PA and has over 19 years of experience in the finance industry.

9
Joseph A. Scarpo
CRD#: 2165120
542 Rugh Street, Suite 1000, Greensburg, PA 15601
83
Wealthminder
score

Joseph Scarpo (CRD# 2165120) is an Investment Advisor Representative working at Pwa Wealth Management in Greensburg, PA and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.