# PENSION & WEALTH MANAGEMENT ADVISORS, INC.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 309546
- Type: SEC-registered investment adviser
- SEC file number: 801-119016
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309546/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309546/similar
- Related entities: https://search.stillhousedata.com/firm/309546/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309546

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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.