SEC Form ADV

PENSION & WEALTH MANAGEMENT ADVISORS

Registered Investment AdviserMA
$529.8M
Assets Under Management
525
Total Clients
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Registration Details

Accession
CRD-309546
Location
WALTHAM, MA
Filing Date
May 6, 2026
AUM
$529.8M
Total Clients
525
Amendment
No

About this Adviser

PENSION & WEALTH MANAGEMENT ADVISORS is a registered investment adviser headquartered in WALTHAM, MA, managing approximately $529.8M in assets across 525 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.