SEWICKLEY FINANCIAL LLC

SEWICKLEY FINANCIAL LLC of SEWICKLEY, PA is an SEC-registered investment adviser (CRD 172459). Regulatory assets under management: $12.9M.

Registration

• CRD: 172459
• Type: Registered investment adviser
• Location: 415 BEAVER STREET, SEWICKLEY, PA, 15143
• Phone: 414-688-6733
• Latest filing: 2026-03-23
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search