RIA Intel›Advisers›Massachusetts›PENSION & WEALTH MANAGEMENT ADVISORS, INC.

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Advisory

N·WALTHAM, MA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$452M
1-Year AUM Growth
+75.0%
3-Year CAGR
+30.1%
Employees
5
Assets Under Management
Total AUM$452M
Discretionary AUM$434M
Non-Discretionary AUM$18M
Discretionary %95.9%
Total Clients371
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingJun 5, 2020
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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