Pwa Wealth Management
Pwa Wealth Management (CRD# 126927) is a financial advisory firm headquartered in Greensburg, PA. They manage $575,049,316 in 2,209 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management575MILLION
-
Total Number of Accounts2,209ACCOUNTS
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Average Account Value$260,321
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DC, FL, LA, MD, NC, NY, OH, PA, TX, VA, WV
Financial Advisors at Pwa Wealth Management
No Advisor Found.
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