Ameriserv Wealth Advisors Inc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 55
- Avg AUM / client
- $20.2M
- Accounts
- 1,073
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $16.4M | 1.47% |
| High net worth individuals | 18 | $46.2M | 4.16% |
| Banking or thrift institutions | Fewer than 5 clients | $1.0B | 90.0% |
| Charitable organizations | Fewer than 5 clients | $12.0M | 1.08% |
| Corporations and other businesses | 5 | $16.5M | 1.48% |
| Other | Fewer than 5 clients | $20.0M | 1.8% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adams, Jerome, Michael | Chairman Of The Board | Mar 2007 (19y) | Less than 5% | |
| Frank Joseph Lapinsky | President & Ceo Of Wcca | Aug 2012 (14y) | Less than 5% | |
| Lynch, Michael, Daniel | Executive Vice President, Chief Financial Officer, Chief Investment Officer & Chief Risk Officer Of Ameriserv Financial, Inc. | Jan 2015 (12y) | Less than 5% | |
| Stopko, Jeffrey, Albert | Director (Board Member) | Jan 2015 (12y) | Less than 5% | |
| Kohley, James, Daniel | Director (Board Member) | Feb 2021 (6y) | Less than 5% | |
| Cawood, Cara, Marie | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Bloomingdale, Richard, W | Vice Chairman Of The Board | May 2023 (3y) | Less than 5% | |
| Bradley, Amy | Director (Board Member) | Mar 2024 (2y) | Less than 5% | |
| Eric Scott Ludy | Registered representative | Oct 2022 (4y) | ||
| Ronald Michael Shostek | Registered representative | CFA | Nov 2022 (4y) | |
| Howard Lawrence Mcelfresh | Registered representative | CFA | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ameriserv Financial Bank | Owner | Mar 2007 | A | 75% or more |
| Ameriserv Financial, Inc. | Owner | May 2001 | B | ≈ 56.25% – 100% via Ameriserv Financial Bank |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ameriserv Financial, Inc.: 75% – 100% of Ameriserv Financial Bank × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Ameriserv Trust And Financial Services Company $1.1B (100% of AUM) Apr 2024
- Ameriserv Financial Bank $1.1B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗