Pension & Wealth Management Advisors
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 309546
- Registered since
- July 6, 2020
- Website
- pensionwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.5%
- Individuals17.4%
- Pension & Profit Sharing Plans13.05%
- Charitable Organizations1.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pension & Wealth Management Advisors is an independent registered investment adviser formed as a corporation and registered with the SEC in 2020. The firm is owned by an individual and operates on a percentage-of-assets fee model. Its client base spans high-net-worth individuals and families as well as institutional relationships, while advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser per the source data, and does not serve as a pension consultant or related adviser.
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 Funds82%
- Exchange Traded Equities13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
George Webb
Chief Executive OfficerCRD 2169510
Contacts
3 of 8
Bradley Cannon
Investment Advisor RepresentativeCRD 8058434
James Boyd
Managing PartnerCRD 2315479
Brian Gasbarro
Managing PartnerCRD 4319693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 245Active vs passive
$370M in ETFs
57%
$212M
41%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX ETF (SCHK) | Schwab | Passive | Large Blend | $47.2M | 1,308,887 | 12.77% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 800 South St
- Time zone
- ET (UTC-5)
- Office locations
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