W3 Wealth Advisors, Llc
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ADV data as of Mar 25, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 26
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Pat Bevilacqua | Registered representative | Jan 2008 (19y) | ||
| Frank P Bevilacqua | Registered representative | CFP | Jan 2008 (19y) | |
| Shelby David Morgan | Registered representative | Jan 2008 (19y) | ||
| William G Schiffman | Registered representative | Personal Financial Specialist | Mar 2018 (8y) | |
| Andrew Donald Lamb | Registered representative | Jul 2019 (7y) | ||
| Kathleen Ann Mcgrath | Registered representative | CFP | Aug 2020 (6y) | |
| Amy D Vaccaro | Registered representative | Oct 2020 (6y) | ||
| Stephen M Catalano | Registered representative | Oct 2020 (6y) | ||
| Laura Steffey Moss | Registered representative | Jan 2022 (5y) | ||
| Steven Hartman Vonschriltz | Registered representative | Aug 2022 (4y) | ||
| Aubrea Ryan | Registered representative | Oct 2025 (1y) |
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) | 03/25/2026 | 1.19 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗