# AMERISERV WEALTH ADVISORS INC

AMERISERV WEALTH ADVISORS INC of JOHNSTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105846
- Type: SEC-registered investment adviser
- SEC file number: 801-47835
- Location: 216 FRANKLIN STREET, JOHNSTOWN, PA, 15901-1911
- Phone: 814-533-5338
- Latest filing: 2026-03-20
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 4
- Accounts: 1,073

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Corporations, Investment cos

## Officers, owners & control persons (42)

_Showing 25 of 42 people._

| Name | Role | Location |
| --- | --- | --- |
| Denise Diane Alfieri | CHIEF COMPLIANCE OFFICER | — |
| Jerome Michael Adams | CHAIRMAN OF THE BOARD | — |
| Jeffrey Albert Stopko | DIRECTOR (BOARD MEMBER) | — |
| James Daniel Kohley | DIRECTOR (BOARD MEMBER) | — |
| Michael Daniel Lynch | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & CHIEF RISK OFFICER OF AMERISERV FINANCIAL, INC. | — |
| Frank Joseph Lapinsky | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Richard W Bloomingdale | VICE CHAIRMAN OF THE BOARD | — |
| Amy Bradley | DIRECTOR (BOARD MEMBER) | — |
| Eric Scott Ludy | CHIEF ADMINISTRATIVE OFFICER AND CHIEF OPERATING OFFICER | — |
| Cara Marie Cawood | CHIEF COMPLIANCE OFFICER | — |
| Michael Daniel Lynchh | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & CHIEF RISK OFFICER OF AMERISERV FINANCIAL, INC. | — |
| WISE MICHAEL L | DIRECTOR | — |
| WYMER LISA | CHIEF COMPLIANCE OFFICER | — |
| MCKEON THOMAS FRANCIS | PRINCIPAL/DIRECTOR; VICE PRESIDENT; VICE PRESIDENT/DIRECTOR | — |
| MARRA BRUCE LAURENCE | CHIEF COMPLIANCE OFFICER; DIRECTOR; DIRECTOR, CHIEF EXECUTIVE OFFICER (+3 more) | — |
| ADAMS JR J MICHAEL | CHAIRMAN OF THE BOARD; DIRECTOR; DIRECTOR (BOARD MEMBER) | — |
| DENNISON ALLAN R | DIRECTOR | — |
| FORD CRAIG G | DIRECTOR | — |
| STOPKO JEFFREY ALBERT | DIRECTOR; DIRECTOR (BOARD MEMBER) | — |
| VIRAG RONALD W | DIRECTOR | — |
| LYNCH JAMES DANIEL | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & CHIEF RISK OFFICER OF AMERISERV FINANCIAL, INC. | — |
| WILSON MICHELE L | DIRECTOR | — |
| DESANTIS MARNE LUKE | PRINCIPAL | — |
| BEAR LESLIE LEE | DIRECTOR | — |
| SPANGLER JOHN H | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105846/similar
- Related entities: https://search.stillhousedata.com/firm/105846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105846

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.