Pension & Wealth Management Advisors, Inc.
- Regulatory AUM
- $530M
- Discretionary
- $512M
- Clients
- 523
- Avg AUM / client
- $1.0M
- Accounts
- 525
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 388 | $92.2M | 17.4% |
| High net worth individuals | 105 | $363M | 68.5% |
| Pension and profit sharing plans | 30 | $69.1M | 13.1% |
| Charitable organizations | Fewer than 5 clients | $5.5M | 1.05% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Paul Webb | President And Chief Compliance Officer | Jun 2019 (7y) | 75% or more | |
| Bradley Clark Cannon | Registered representative | May 2025 (1y) | ||
| Andrew John Powers | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Brian Thomas Gasbarro | Registered representative | Jan 2026 (1y) | ||
| James Michael Boyd | Registered representative | CFA | Jan 2026 (1y) | |
| Robert David Sandler | Registered representative | Feb 2026 (0y) | ||
| Thomas E Wade | Registered representative | CFP | May 2026 (0y) | |
| Neil Graham Mcinnis | Registered representative | Jun 2026 (0y) | ||
| Christopher Arnold Ray | Registered representative | CFA | Jun 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) | 05/06/2026 | 910 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $409M (77% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗