PERSONAL WEALTH MANAGEMENT ADVISORS, INC.

PERSONAL WEALTH MANAGEMENT ADVISORS, INC. of DUBLIN, OH is an SEC-registered investment adviser (CRD 135588). Regulatory assets under management: $19.2M.

Registration

• CRD: 135588
• Type: Registered investment adviser
• Location: 6001 TAIN DRIVE, DUBLIN, OH, 43017
• Phone: 614-336-7962
• Latest filing: 2026-04-28
• Regulatory AUM: $19.2M
• Discretionary AUM: $19.2M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search