PWA FINANCIAL

503 E Washington Ave.
Suite 1b
Newtown, Pennsylvania 18940
Tel: (215) 710-0737

About PWA FINANCIAL

PWA FINANCIAL, formally registered with the SEC as PWA FINANCIAL. The firm was established in 08/17/2020. They have over 1 offices throughout the country.

PWA FINANCIAL is a Newtown, Pennsylvania based Financial Planning firm with nearly $267,948,771 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165369
SEC#	801-119127
Assets Managed by Firm	$267,948,771
No. of Clients	1012
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1012	$267,948,771
Individuals (other than high net worth individuals)	459	$100,600,961
High net worth individuals	60	$167,347,810

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