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PENSION & WEALTH MANAGEMENT ADVISORS

WALTHAM, MA · CRD 309546 · IAPD ↗ · 781-810-0800

$529.8MRegulatory AUM
9Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — PENSION & WEALTH MANAGEMENT ADVISORS crossed $500M in regulatory AUM ($452.2M -> $529.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
May 2026 — PENSION & WEALTH MANAGEMENT ADVISORS grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2026 — PENSION & WEALTH MANAGEMENT ADVISORS notice-filed in CA, CO, CT, FL, IL, IN, MA, NH, NY, RI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2025 — PENSION & WEALTH MANAGEMENT ADVISORS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
May 2025 — PENSION & WEALTH MANAGEMENT ADVISORS reported RAUM up 50% ($301.3M -> $452.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
May 2025 — PENSION & WEALTH MANAGEMENT ADVISORS reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
November 2024 — PENSION & WEALTH MANAGEMENT ADVISORS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — PENSION & WEALTH MANAGEMENT ADVISORS reported RAUM up 75% ($172.1M -> $301.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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