PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. of WALTHAM, MA is an SEC-registered investment adviser (CRD 309546). Regulatory assets under management: $529.8M.
Registration
- CRD: 309546
- SEC file number: 801-119016
- Type: Registered investment adviser
- Location: 800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453
- Phone: 781-810-0800
- Latest filing: 2026-05-06
- Regulatory AUM: $529.8M
- Discretionary AUM: $511.8M
- Non-discretionary AUM: $18.0M
- Clients: 13
- Accounts: 525
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| George Paul Webb | PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER | — |
| Webb George Paul | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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