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 an LLC and SEC-registered in 2020. The firm is owned by an individual and concentrates on serving individual and family clients rather than institutions. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. It does not act as a capital allocator; alternative exposures are obtained via third-party external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1MATTHEW BLOCKI
CEO and FounderCRD 5673060
Contacts
3 of 10Tyler 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 91Active vs passive
$350M in ETFs
70%
$246M
23%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $54.6M | 83,585 | 15.60% |
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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