PWA FINANCIAL
CRD #165369 SEC #801-119127 NEWTOWN, PA (215) 710-0737
SEC Registered
Total AUM
$267.9M
Discretionary
$267.9M
Employees
4
Clients
--
Accounts
1,012
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $267.9M | $267.9M | $0 | 4 | 0 |
| Feb 2024 | $232.5M | $232.5M | $0 | 5 | 0 |
| Mar 2023 | $205.7M | $205.7M | $0 | 5 | 0 |
| Jan 2022 | $217.1M | $217.1M | $0 | 5 | 0 |
| Apr 2021 | $192.6M | $192.6M | $0 | 5 | 0 |
| Mar 2021 | $192.6M | $192.6M | $0 | 5 | 0 |
| Feb 2021 | $192.6M | $192.6M | $0 | 5 | 0 |
| Sep 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Aug 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Aug 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Jul 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Jun 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Jun 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Jun 2020 | $164.2M | $164.2M | $0 | 5 | 0 |
| Feb 2013 | $0 | $0 | $0 | 6 | 0 |
| Jan 2013 | $0 | $0 | $0 | 6 | 0 |
| Jan 2013 | $0 | $0 | $0 | 6 | 0 |
| Jan 2013 | $0 | $0 | $0 | 6 | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateJan 2025
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0