Pension & Wealth Management Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Waltham, MA. Its latest Form ADV filing, dated April 30, 2026, reports $530M in regulatory assets under management, 13 employees, and 525 accounts.
Assets Under Management
$530M
Employees
13
Offices
--
Total Clients
523
Primary office
WALTHAM, MA
800 SOUTH STREET, SUITE 160, WALTHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
388
2
HNWI
20.1%
105
3
Pension Plans
5.7%
30
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$530Mas of April 30, 2026
Discretionary96.6%
$512M
97% of total RAUM96.6%
Non-discretionary3.4%
$18M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$530M
Total Accounts525
10Y AUM Change+$530M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee40:1
10Y Employee Change+9 (+225.0%)
* 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.