PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Legal name: PENSION & WEALTH MANAGEMENT ADVISORS
CRD #309546 SEC #801-119016 WALTHAM, MA 781-810-0800
SEC Registered
Total AUM
$452.2M
Discretionary
$433.7M
Employees
9
Clients
251
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $452.2M | $433.7M | $18.5M | 9 | 1 |
| Oct 2024 | $301.3M | $301.3M | $6.9K | 8 | 1 |
| Apr 2024 | $301.3M | $301.3M | $6.9K | 8 | 1 |
| Mar 2024 | $301.3M | $301.3M | $6.9K | 8 | 1 |
| Apr 2023 | $172.1M | $172.1M | $0 | 8 | 1 |
| Jun 2022 | $165.2M | $165.2M | $0 | 8 | 1 |
| May 2022 | $165.2M | $165.2M | $0 | 8 | 1 |
| Jul 2021 | $128.1M | $128.1M | $0 | 8 | 1 |
| Mar 2021 | $128.1M | $128.1M | $0 | 8 | 1 |
| Nov 2020 | $112.5M | $112.5M | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$452.2M
Discretionary$433.7M
Non-Disc.$18.5M
Employees9
Clients1
DateOct 2024
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$6.9K
Employees8
Clients1
DateApr 2024
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$6.9K
Employees8
Clients1
DateMar 2024
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$6.9K
Employees8
Clients1
DateApr 2023
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees8
Clients1
DateJun 2022
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees8
Clients1
DateMay 2022
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees8
Clients1
DateJul 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0