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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLUCCI, MICHAEL, DAVID | I | TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLUCCI, MICHAEL, DAVID | I | TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLUCCI, MICHAEL, DAVID | I | TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLUCCI, MICHAEL, DAVID | I | TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLUCCI, MICHAEL, DAVID | I | TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | D | Control |
| CONIGLIO, KENNETH, CHARLES | I | MANAGING MEMBER | D | Control |
| CONIGLIO, KENNETH, CHARLES | I | MANAGING MEMBER | D | Control |
| CONIGLIO, KENNETH, CHARLES | I | MANAGING MEMBER | D | Control |
| CONIGLIO, KENNETH, CHARLES | I | MANAGING MEMBER | D | Control |
| CONIGLIO, KENNETH, CHARLES | I | MANAGING MEMBER | D | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CARLUCCI, MICHAEL, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CONIGLIO, KENNETH, CHARLES | I | PRINCIPAL/TREASURER/SECRETARY | C | Control |
| CARLUCCI, JAMES, M | I | OWNER | A | Control |
| CARLUCCI, JAMES, M | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CARLUCCI, JAMES, MICHAEL | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
| CONIGLIO, VIRGINIA, MARY | I | OWNER | A | Control |
Registrations
Federal
IA
Jan 28, 2025 REGISTERED
Notice Filings (5)
FL NJ NY PA TX
Address
503 E WASHINGTON AVE.SUITE 1B
NEWTOWN, PA 18940
United States
Phone: (215) 710-0737