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EWA, LLC

381 Mansfield Ave
Suite 200 A & B
Pittsburgh, Pennsylvania 15220
Tel: (412) 288-2363

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About EWA, LLC

EWA, LLC, formally registered with the SEC as EWA, LLC. The firm was established in 05/28/2020. They have over 1 offices throughout the country.

EWA, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $559,000,000 assets under management, offering retirement planning & investment advisory services to 2399 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308977
SEC#801-118806
Assets Managed by Firm$559,000,000
No. of Clients2399
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total2399$559,000,000
Individuals (other than high net worth individuals)218$112,000,000
High net worth individuals150$444,000,000
Corporations or other businesses3$3,000,000

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