Ewa, Llc
- Regulatory AUM
- $751M
- Discretionary
- $751M
- Clients
- 397
- Avg AUM / client
- $1.9M
- Accounts
- 2,602
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 194 | $656M | 87.3% |
| High net worth individuals | 203 | $95.1M | 12.7% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Bishop Blocki | Managing Member & Chief Compliance Officer | CFP | Apr 2020 (6y) | 75% or more |
| Nicklaus A Stonesifer | Member | CFP Chartered Financial Consultant | Jun 2020 (6y) | Less than 5% |
| Jamison Foster Smith | Member | May 2021 (5y) | Less than 5% | |
| Christopher M Pavcic | Registered representative | May 2021 (5y) | ||
| Benjamin Ruttenberg | Registered representative | CFP | Jan 2022 (5y) | |
| Jordan Dyan Fediaczko | Registered representative | Nov 2023 (3y) | ||
| Drew David Deimel | Registered representative | Oct 2025 (1y) | ||
| Tyler Houston | Registered representative | CFP | Jan 2026 (1y) | |
| James Stuart Ruttenberg | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 02/16/2026 | 1000 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $592M (79% of AUM) Feb 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: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗