Pension & Wealth Management Advisors

Overview

Pension & Wealth Management Advisors is an independent, privately owned registered investment adviser organized as a corporation. The firm is registered with the SEC (registered in 2020) and bills clients on a percentage-of-AUM basis. Its client mix includes individuals and families as well as institutional relationships. Core advisory services listed on regulatory filings are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not set up as a pension consultant, and is not designated as a capital allocator; instead it relies on external managers for alternative exposures. Its practice model appears focused on traditional advisory relationships rather than multi-state or large-scale institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives