AUA PRIVATE WEALTH ADVISORS, LLC

AUA PRIVATE WEALTH ADVISORS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 323621). Regulatory assets under management: $98.2M.

Registration

• CRD: 323621
• SEC file number: 801-126972
• Type: Registered investment adviser
• Location: FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE,, SUITE 400, WEST CONSHOHOCKEN, PA, 19428
• Phone: (484) 965-0991
• Latest filing: 2024-12-02
• Regulatory AUM: $98.2M
• Discretionary AUM: $98.2M
• Clients: 8
• Accounts: 71

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• CRD 323621 on SEC IAPD (source of record)
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