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EWA, LLC

PITTSBURGH, PA · CRD 308977 · IAPD ↗ · ewa-llc.com · (412) 288-2363

$750.7MRegulatory AUM
8Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
December 2025 — EWA, LLC now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — EWA, LLC crossed $500M in regulatory AUM ($408.1M -> $559.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2025 — EWA, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — EWA, LLC reported RAUM up 48% ($276.6M -> $408.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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