RIA Intel›Advisers›Ohio›PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

Advisory

DUBLIN, OH

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account

$581K

across 33 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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GRUBB WEALTH MANAGEMENT LLC

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EFS WEALTH MANAGEMENT LLC

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