CRD 312523Registration Status: ApprovedEffective since July 2, 2026Latest ADV July 10, 2026
Pva Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated July 10, 2026, reports $137M in regulatory assets under management, 1 employee, and 341 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
34
2
Individuals
30.6%
15
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of July 10, 2026
Discretionary83.5%
$114M
83% of total RAUM83.5%
Non-discretionary16.5%
$23M
17% of total RAUM16.5%
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$137M
Total Accounts341
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee49:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.