PENSION & WEALTH MANAGEMENT ADVISORS

800 South Street
Suite 160
Waltham, Massachusetts 02453
Tel: 781-810-0800

About PENSION & WEALTH MANAGEMENT ADVISORS

PENSION & WEALTH MANAGEMENT ADVISORS, formally registered with the SEC as PENSION & WEALTH MANAGEMENT ADVISORS. The firm was established in 07/06/2020. They have over 1 offices throughout the country.

PENSION & WEALTH MANAGEMENT ADVISORS is a Waltham, Massachusetts based Financial Planning firm with nearly $301,257,567 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309546
SEC#	801-119016
Assets Managed by Firm	$301,257,567
No. of Clients	398
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	398	$301,257,567
Individuals (other than high net worth individuals)	283	$52,204,355
High net worth individuals	73	$194,678,600
Pension and profit sharing plans	38	$49,863,123
Charitable organizations	Fewer than 5 clients	$4,511,489

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