RIA Intel›Advisers›Pennsylvania›PRIVATE WEALTH ADVISORS, INC.

PRIVATE WEALTH ADVISORS, INC.

Advisory

N·GREENSBURG, PA

Data as of Jan 11, 2021 · Source: SEC Form ADV

Total AUM

$575M

1-Year AUM Growth

-11.5%

3-Year CAGR

-0.4%

Employees

8

Assets Under Management

Total AUM$575M

Discretionary AUM$574M

Non-Discretionary AUM$592K

Discretionary %99.9%

Total Clients—

Team

Total Employees8

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingAug 25, 2003

Latest FilingJan 11, 2021

🔒 Full AUM trend chart and 53 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRIVATE WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.