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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Apr 29, 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 |
|---|---|---|---|---|
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Webb, George, Paul | I | PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (12)
AZ CA CT FL IL IN LA MA NH NJ PA TX
Address
800 SOUTH STREETSUITE 160
WALTHAM, MA 02453
United States
Phone: 781-810-0800