Directory of Professional Retirement Planners
National Coverage
Local Professionals
EWA, LLC
381 Mansfield Ave
Suite 200 A & B
Pittsburgh, Pennsylvania 15220
Tel: (412) 288-2363
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 Status | Approved |
|---|---|
| Firm CRD# | 308977 |
| SEC# | 801-118806 |
| Assets Managed by Firm | $559,000,000 |
| No. of Clients | 2399 |
| No. of Advisors | 9 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2399 | $559,000,000 |
| Individuals (other than high net worth individuals) | 218 | $112,000,000 |
| High net worth individuals | 150 | $444,000,000 |
| Corporations or other businesses | 3 | $3,000,000 |
More Retirement Planning firms in Pittsburgh, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
Explore More Retirement Advisors in Pittsburgh, Pennsylvania