Ewa, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 308977
- Registered since
- May 28, 2020
- Website
- ewa-llc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals87.33%
- HNWI12.67%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ewa, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm is owned by an individual and concentrates its business on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. Its fee model combines asset-based charges and fixed fees. Ewa is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities31%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Blocki
CEO and FounderCRD 5673060
Contacts
3 of 10
Tyler Houston
Investment Advisor RepresentativeCRD 7069152
Jordan Fediaczko
Director of Investment ServicesCRD 7356582
James Ruttenberg
MemberCRD 2295305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$424M in ETFs
73%
$311M
19%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $81.5M | 108,794 | 19.21% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 381 Mansfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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