Ameriserv Wealth Advisors Inc
● SEC registered since 1994CRD 105846SEC# 801-47835Johnstown, PA
Reg. AUM
$1.11B
Employees
4
Accounts
1,073
Location
Johnstown, PA
Ameriserv Wealth Advisors Inc assets under management
Ameriserv Wealth Advisors Inc operates as an SEC-registered investment adviser based in Johnstown, PA. The firm has been registered since 1994. It reports $1.1 billion in regulatory assets under management and employs 4 people.
Ameriserv Wealth Advisors Inc owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ameriserv Financial Bank Control | Owner | Over 75% | 2007 |
| Amy Bradley Control | Director (board Member) | Under 5% | 2024 |
| Denise Diane Alfieri | Chief Compliance Officer | Under 5% | 2025 |
| Eric Scott Ludy | Chief Administrative Officer And Chief Operating Officer | Under 5% | 2025 |
| Frank Joseph Lapinsky Control | President & Chief Executive Officer | Under 5% | 2023 |
| James Daniel Kohley Control | Director (board Member) | Under 5% | 2021 |
| Jeffrey Albert Stopko Control | Director (board Member) | Under 5% | 2015 |
| Jerome Michael Adams Control | Chairman Of The Board | Under 5% | 2007 |
| Michael Daniel Lynch Control | Executive Vice President, Chief Financial Officer, Chief Investment Officer & Chief Risk Officer Of Ameriserv Financial, Inc. | Under 5% | 2015 |
| Richard W Bloomingdale Control | Vice Chairman Of The Board | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Ameriserv Wealth Advisors Inc manage?
Ameriserv Wealth Advisors Inc reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ameriserv Wealth Advisors Inc have?
Ameriserv Wealth Advisors Inc reports 4 employees.
Where is Ameriserv Wealth Advisors Inc located?
Ameriserv Wealth Advisors Inc is based in Johnstown, PA and has been SEC-registered since 1994.
Does Ameriserv Wealth Advisors Inc disclose fund performance?
Ameriserv Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 216 Franklin Street, Johnstown, PA 15901-1911 |
| Phone | 814-533-5338 |
| Fax | 814-533-5128 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1102062 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B