PRIVATE WEALTH ADVISORS, INC.
Legal name: PWA WEALTH MANAGEMENT
CRD #126927 SEC #801-62312 GREENSBURG, PA 412-931-2700
SEC Registered
Total AUM
$575M
Discretionary
$574.5M
Employees
13
Clients
--
Accounts
2,209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $575M | $574.5M | $591.7K | 13 | 5 |
| Dec 2020 | $575M | $574.5M | $591.7K | 13 | 5 |
| Jun 2020 | $575M | $574.5M | $591.7K | 13 | 5 |
| May 2020 | $575M | $574.5M | $591.7K | 13 | 5 |
| Mar 2020 | $575M | $574.5M | $591.7K | 13 | 5 |
| Nov 2019 | $649.5M | $649.5M | $0 | 15 | 10 |
| Jul 2019 | $649.5M | $649.5M | $0 | 15 | 10 |
| Mar 2019 | $649.5M | $649.5M | $0 | 15 | 10 |
| Jan 2019 | $659.5M | $659.5M | $0 | 12 | 8 |
| Mar 2018 | $659.5M | $659.5M | $0 | 12 | 8 |
| Sep 2017 | $582.4M | $582.4M | $0 | 15 | 1,000 |
| Sep 2017 | $582.4M | $582.4M | $0 | 15 | 1,000 |
| Aug 2017 | $582.4M | $582.4M | $0 | 15 | 1,000 |
| Mar 2017 | $582.4M | $582.4M | $0 | 15 | 1,000 |
| Oct 2016 | $906M | $684.4M | $221.6M | 18 | 1,000 |
| Aug 2016 | $906M | $684.4M | $221.6M | 18 | 1,000 |
| Mar 2016 | $906M | $684.4M | $221.6M | 18 | 1,000 |
| Jan 2016 | $943.4M | $719.9M | $223.5M | 20 | 1,000 |
| Aug 2015 | $943.4M | $719.9M | $223.5M | 20 | 1,000 |
| Jun 2015 | $943.4M | $719.9M | $223.5M | 20 | 1,000 |
| Mar 2015 | $943.4M | $719.9M | $223.5M | 20 | 1,000 |
| Feb 2015 | $911.7M | $698M | $213.7M | 19 | 1,000 |
| Jan 2015 | $911.7M | $698M | $213.7M | 19 | 1,000 |
| Dec 2014 | $911.7M | $698M | $213.7M | 19 | 1,000 |
| Mar 2014 | $911.7M | $698M | $213.7M | 19 | 1,000 |
| Nov 2013 | $806.5M | $622.5M | $184M | 20 | 1,000 |
| Mar 2013 | $806.5M | $622.5M | $184M | 20 | 1,000 |
| Feb 2013 | $770.5M | $607.4M | $163M | 20 | 1,000 |
| Jul 2012 | $770.5M | $607.4M | $163M | 11 | 1,000 |
| Mar 2012 | $770.5M | $607.4M | $163M | 11 | 1,000 |
| Dec 2011 | $799.6M | $654.3M | $145.3M | 11 | 1,000 |
| Mar 2011 | $799.6M | $654.3M | $145.3M | -- | -- |
| Jan 2011 | $668.5M | $588.5M | $80M | -- | -- |
| Jan 2010 | $668.5M | $588.5M | $80M | -- | -- |
| Mar 2009 | $492.3M | $432.6M | $59.7M | -- | -- |
| Jan 2008 | $595.5M | $582M | $13.5M | -- | -- |
| Jan 2008 | $536.6M | $528.6M | $8M | -- | -- |
| Nov 2007 | $536.6M | $528.6M | $8M | -- | -- |
| Nov 2007 | $536.6M | $528.6M | $8M | -- | -- |
| Oct 2007 | $536.6M | $528.6M | $8M | -- | -- |
| Oct 2007 | $603M | $595M | $8M | -- | -- |
| Feb 2007 | $623.8M | $615.8M | $8M | -- | -- |
| Jan 2006 | $568.9M | $540.2M | $28.7M | -- | -- |
| Jan 2006 | $568.9M | $540.2M | $28.7M | -- | -- |
| Mar 2004 | $407M | $350M | $57M | -- | -- |
| Oct 2003 | $327M | $260M | $67M | -- | -- |
DateJan 2021
Total AUM$575M
Discretionary$574.5M
Non-Disc.$591.7K
Employees13
Clients5
DateDec 2020
Total AUM$575M
Discretionary$574.5M
Non-Disc.$591.7K
Employees13
Clients5
DateJun 2020
Total AUM$575M
Discretionary$574.5M
Non-Disc.$591.7K
Employees13
Clients5
DateMay 2020
Total AUM$575M
Discretionary$574.5M
Non-Disc.$591.7K
Employees13
Clients5
DateMar 2020
Total AUM$575M
Discretionary$574.5M
Non-Disc.$591.7K
Employees13
Clients5
DateNov 2019
Total AUM$649.5M
Discretionary$649.5M
Non-Disc.$0
Employees15
Clients10
DateJul 2019
Total AUM$649.5M
Discretionary$649.5M
Non-Disc.$0
Employees15
Clients10
DateMar 2019
Total AUM$649.5M
Discretionary$649.5M
Non-Disc.$0
Employees15
Clients10
DateJan 2019
Total AUM$659.5M
Discretionary$659.5M
Non-Disc.$0
Employees12
Clients8
DateMar 2018
Total AUM$659.5M
Discretionary$659.5M
Non-Disc.$0
Employees12
Clients8
DateSep 2017
Total AUM$582.4M
Discretionary$582.4M
Non-Disc.$0
Employees15
Clients1,000
DateSep 2017
Total AUM$582.4M
Discretionary$582.4M
Non-Disc.$0
Employees15
Clients1,000
DateAug 2017
Total AUM$582.4M
Discretionary$582.4M
Non-Disc.$0
Employees15
Clients1,000
DateMar 2017
Total AUM$582.4M
Discretionary$582.4M
Non-Disc.$0
Employees15
Clients1,000
DateOct 2016
Total AUM$906M
Discretionary$684.4M
Non-Disc.$221.6M
Employees18
Clients1,000
DateAug 2016
Total AUM$906M
Discretionary$684.4M
Non-Disc.$221.6M
Employees18
Clients1,000
DateMar 2016
Total AUM$906M
Discretionary$684.4M
Non-Disc.$221.6M
Employees18
Clients1,000
DateJan 2016
Total AUM$943.4M
Discretionary$719.9M
Non-Disc.$223.5M
Employees20
Clients1,000
DateAug 2015
Total AUM$943.4M
Discretionary$719.9M
Non-Disc.$223.5M
Employees20
Clients1,000
DateJun 2015
Total AUM$943.4M
Discretionary$719.9M
Non-Disc.$223.5M
Employees20
Clients1,000
DateMar 2015
Total AUM$943.4M
Discretionary$719.9M
Non-Disc.$223.5M
Employees20
Clients1,000
DateFeb 2015
Total AUM$911.7M
Discretionary$698M
Non-Disc.$213.7M
Employees19
Clients1,000
DateJan 2015
Total AUM$911.7M
Discretionary$698M
Non-Disc.$213.7M
Employees19
Clients1,000
DateDec 2014
Total AUM$911.7M
Discretionary$698M
Non-Disc.$213.7M
Employees19
Clients1,000
DateMar 2014
Total AUM$911.7M
Discretionary$698M
Non-Disc.$213.7M
Employees19
Clients1,000
DateNov 2013
Total AUM$806.5M
Discretionary$622.5M
Non-Disc.$184M
Employees20
Clients1,000
DateMar 2013
Total AUM$806.5M
Discretionary$622.5M
Non-Disc.$184M
Employees20
Clients1,000
DateFeb 2013
Total AUM$770.5M
Discretionary$607.4M
Non-Disc.$163M
Employees20
Clients1,000
DateJul 2012
Total AUM$770.5M
Discretionary$607.4M
Non-Disc.$163M
Employees11
Clients1,000
DateMar 2012
Total AUM$770.5M
Discretionary$607.4M
Non-Disc.$163M
Employees11
Clients1,000
DateDec 2011
Total AUM$799.6M
Discretionary$654.3M
Non-Disc.$145.3M
Employees11
Clients1,000
DateMar 2011
Total AUM$799.6M
Discretionary$654.3M
Non-Disc.$145.3M
Employees--
Clients--
DateJan 2011
Total AUM$668.5M
Discretionary$588.5M
Non-Disc.$80M
Employees--
Clients--
DateJan 2010
Total AUM$668.5M
Discretionary$588.5M
Non-Disc.$80M
Employees--
Clients--
DateMar 2009
Total AUM$492.3M
Discretionary$432.6M
Non-Disc.$59.7M
Employees--
Clients--
DateJan 2008
Total AUM$595.5M
Discretionary$582M
Non-Disc.$13.5M
Employees--
Clients--
DateJan 2008
Total AUM$536.6M
Discretionary$528.6M
Non-Disc.$8M
Employees--
Clients--
DateNov 2007
Total AUM$536.6M
Discretionary$528.6M
Non-Disc.$8M
Employees--
Clients--
DateNov 2007
Total AUM$536.6M
Discretionary$528.6M
Non-Disc.$8M
Employees--
Clients--
DateOct 2007
Total AUM$536.6M
Discretionary$528.6M
Non-Disc.$8M
Employees--
Clients--
DateOct 2007
Total AUM$603M
Discretionary$595M
Non-Disc.$8M
Employees--
Clients--
DateFeb 2007
Total AUM$623.8M
Discretionary$615.8M
Non-Disc.$8M
Employees--
Clients--
DateJan 2006
Total AUM$568.9M
Discretionary$540.2M
Non-Disc.$28.7M
Employees--
Clients--
DateJan 2006
Total AUM$568.9M
Discretionary$540.2M
Non-Disc.$28.7M
Employees--
Clients--
DateMar 2004
Total AUM$407M
Discretionary$350M
Non-Disc.$57M
Employees--
Clients--
DateOct 2003
Total AUM$327M
Discretionary$260M
Non-Disc.$67M
Employees--
Clients--