PVA FINANCIAL LLC

PVA FINANCIAL LLC is an SEC-registered investment adviser (CRD 312523). Regulatory assets under management: $136.9M.

Registration

• CRD: 312523
• SEC file number: 801-136637
• Type: Registered investment adviser
• Phone: 773-825-9090
• Latest filing: 2026-07-10
• Regulatory AUM: $136.9M
• Discretionary AUM: $114.2M
• Non-discretionary AUM: $22.6M
• Clients: 1
• Accounts: 341

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312523 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search