Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is an SEC-registered wealth manager in Waltham, MA with $529.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Pension & Wealth Management Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309546, SEC 801-119016, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $529.8M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Waltham, MA
- Employees
- 13
- Clients
- 523
- CRD
- 309546
- Ownership
- Webb, George, Paul
How much AUM does Pension & Wealth Management Advisors have?
Pension & Wealth Management Advisors reported $529.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Pension & Wealth Management Advisors?
Disclosed owners and executives of Pension & Wealth Management Advisors include Webb, George, Paul. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.