Firm profile

EWA, LLC

PITTSBURGH, PACRD 308977Latest ADV February 16, 2026

Ewa, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated February 16, 2026, reports $751M in regulatory assets under management, 14 employees, and 2,602 accounts.

Assets Under Management
$751M
Employees
14
Offices
--
Total Clients
397
Primary office
PITTSBURGH, PA
381 MANSFIELD AVE, SUITE 200 A & B, PITTSBURGH, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJaykob L. Williams

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
203
2
Individuals
48.9%
194

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$751Mas of February 16, 2026
Discretionary100.0%
$751M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$751M
Total Accounts2,602
10Y AUM Change+$751M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee28:1
10Y Employee Change+10 (+250.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.