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AMERISERV WEALTH ADVISORS INC

JOHNSTOWN, PA · CRD 105846 · IAPD ↗ · ameriserv.com · 814-533-5338

$1.11BRegulatory AUM
3Advisory reps
4Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
November 2024 — AMERISERV WEALTH ADVISORS INC changed its website from wccadvisors.com to ameriserv.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
November 2024 — WEST CHESTER CAPITAL ADVISORS INC is now doing business as AMERISERV WEALTH ADVISORS INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — WEST CHESTER CAPITAL ADVISORS INC now reports custody of client assets ($1.12B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.