RIA Intel›Advisers›Pennsylvania›SEWICKLEY FINANCIAL LLC

SEWICKLEY FINANCIAL LLC

Advisory

SEWICKLEY, PA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in PA

#1,310

of 1,528 advisers by AUM

Average account

$323K

across 40 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC

$13M

NAVIGATOR ASSET MANAGEMENT LLC

PHILADELPHIA, PA

$13M

-24.1% 1Y

CONTEXT INSURANCE STRATEGIES, LLC

BALA CYNWYD, PA

$13M

KOPEY, PAUL, ROBERT

$13M

WAR STREETS CAPITAL, LLC

$13M

VIKING WEALTH MANAGEMENT LLC

$13M

Get the full picture on SEWICKLEY FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SEWICKLEY FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans