Personal Wealth Management Advisors, Inc.
RIAState Registered
Total AUM
$19.2M
Discretionary
$19.2M
100% of AUM
Avg account
$581K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 135588
- Custodians
- CHARLES SCHWAB & CO., INC., KEY BANK, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.91%
- Individuals48.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Personal Wealth Management Advisors, Inc. is a small, fee-based advisory firm focused on serving individual and family clients. The firm provides discretionary portfolio management for individuals, small businesses and other business or institutional clients. It charges clients on a percentage-of-assets-under-management basis and does not position itself as an ESG investor or a multi-state 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
- Exchange Traded Equities50%
- State & Local Bonds20%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 6001 Tain Dr
- Time zone
- ET (UTC-5)
- Office locations
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