Key facts
- PENSION & WEALTH MANAGEMENT ADVISORS is a other based in WALTHAM, MA.
- PENSION & WEALTH MANAGEMENT ADVISORS reports $6.8M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 309546- Regulatory AUM
- $6.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 13
- Registered office
- WALTHAM, MA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PENSION & WEALTH MANAGEMENT ADVISORS, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PENSION & WEALTH MANAGEMENT ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PENSION & WEALTH MANAGEMENT ADVISORS's AUM?
- PENSION & WEALTH MANAGEMENT ADVISORS manages approximately $6.8M in assets.