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, 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
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 6
Brian Gasbarro
Managing PartnerCRD 4319693
Robert Sandler
Managing MemberCRD 859435

Neil Mcinnis
Managing PartnerCRD 1521962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 256Active vs passive
$386M in ETFs
56%
$216M
43%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX ETF (SCHK) | Schwab | Passive | Large Blend | $51.2M | 1,397,559 | 13.28% |
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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