Pfw Advisors, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 325119 · SEC file 801-127980 · Atlanta, GA · www.linkedin.com

☆ Save with Pro ADV data as of Jan 20, 2026

Regulatory AUM: $393M
Discretionary: $392M
Clients: 138
Avg AUM / client: $2.8M
Accounts: 371
Employees: 4

AUM over time

$332M $393M

Aug 11, 2023 Jan 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 20, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	64	$24.1M	6.12%
High net worth individuals	74	$363M	92.2%
Charitable organizations	Fewer than 5 clients	$3.3M	0.84%
Corporations and other businesses	Fewer than 5 clients	$3.1M	0.79%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Scott Robert Mackenzie	Managing Member And Chief Compliance Officer	CFP	Oct 2013 (13y)	75% or more
Thomas Elliott Hedleston Healy	Registered representative	CFA	Mar 2024 (2y)

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)	01/20/2026	908 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
• Pension consulting services

Custody

Reported custodians

Charles Schwab & Co. $393M (100% of AUM) Jan 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: Jan 20, 2026.

View current Form ADV (SEC/IAPD) ↗