PWA Securities, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 321974
- Registered since
- March 10, 2023
- Website
- www.provwealth.com
Firm profile
FINTRXOverview
PWA Securities, LLC is organized as a limited liability company and appears in securities filings as an SEC-registered adviser with a registration year of 2023. FINTRX lists the owner type as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm has not supplied public descriptions of its core business or advisory activities, and FINTRX shows no stated client segments or fee schedule. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multistate adviser on the FINTRX snapshot, and other affiliations or industry activities were not provided.
Assets & Accounts
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
Owners & executives
3 of 5Peter Mottek
Chief Executive Officer and PresidentCRD 2639052

Sherry Varrelman
Chief Growth OfficerCRD 1226136
Todd Moll
Director & Chief Investment OfficerCRD 2134560
Contacts
3 of 29
Hedieh Eghdam
Financial PlanningCRD 7719261

Lisa Donelson
Compliance and Operations ManagerCRD 2248926

Alan Kravec
Compliance OfficerCRD 1530271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 200 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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