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Pfw Advisors, LLC

● SEC registered since 2023CRD 325119SEC# 801-127980Atlanta, GA
Export (members)
Reg. AUM
$393.2M
Employees
4
Accounts
371
Location
Atlanta, GA

Pfw Advisors, LLC assets under management

Pfw Advisors, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2023. It reports $393.2 million in regulatory assets under management and employs 4 people.

Pfw Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott Robert MacKenzie ControlManaging Member And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Pfw Advisors, LLC manage?

Pfw Advisors, LLC reports $393.2 million in regulatory assets under management on its Form ADV.

How many employees does Pfw Advisors, LLC have?

Pfw Advisors, LLC reports 4 employees.

Where is Pfw Advisors, LLC located?

Pfw Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2023.

Does Pfw Advisors, LLC disclose fund performance?

Pfw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3350 Riverwood Pkwy SE, Suite 650, Atlanta, GA 30339-6401
Phone404-848-0950
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$393.2MNo change
Feb '25 — $392.3MMar '25 — $392.3MApr '25 — $392.3MMay '25 — $392.3MJun '25 — $385.9MJul '25 — $385.9MAug '25 — $385.9MSep '25 — $385.9MOct '25 — $385.9MNov '25 — $385.9MDec '25 — $385.9MJan '26 — $393.2MFeb '26 — $393.2MMar '26 — $393.2MApr '26 — $393.2MMay '26 — $393.2MJun '26 — $393.2M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$393.2Mregulatory AUM
Discretionary $392.3MNon-discretionary $956K