Pension & Wealth Management Advisors, Inc.
● SEC registered since 2020CRD 309546SEC# 801-119016Waltham, MA
Reg. AUM
$529.8M
Employees
13
Accounts
525
Location
Waltham, MA
Pension & Wealth Management Advisors, Inc. assets under management
Pension & Wealth Management Advisors, Inc. operates as an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2020. It reports $529.8 million in regulatory assets under management and employs 13 people.
Pension & Wealth Management Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Paul Webb Control | President, Ceo, And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Pension & Wealth Management Advisors, Inc. manage?
Pension & Wealth Management Advisors, Inc. reports $529.8 million in regulatory assets under management on its Form ADV.
How many employees does Pension & Wealth Management Advisors, Inc. have?
Pension & Wealth Management Advisors, Inc. reports 13 employees.
Where is Pension & Wealth Management Advisors, Inc. located?
Pension & Wealth Management Advisors, Inc. is based in Waltham, MA and has been SEC-registered since 2020.
Does Pension & Wealth Management Advisors, Inc. disclose fund performance?
Pension & Wealth Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 South Street, Suite 160, Waltham, MA 02453 |
| Phone | 781-810-0800 |
| Fax | 1-800-616-5532 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$529.8M▲ 17%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$529.8Mregulatory AUM
Discretionary $511.8MNon-discretionary $18M