Pension & Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Pension & Wealth Management Advisors reports 523 clients. They include 388 individual clients, 105 high-net-worth individuals, and 30 pension and profit-sharing plans. Of its assets, 96.6% ($512M across 501 accounts) are managed with discretion; $18M across 24 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 17% |
| High-net-worth individuals | 20% | 69% |
| Pension and profit-sharing plans | 6% | 13% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 388 | $92.2M | 17.4% | $238K |
| High-net-worth individuals | 105 | $363M | 68.5% | $3.46M |
| Pension and profit-sharing plans | 30 | $69.1M | 13.1% | $2.3M |
| Charitable organizations | Fewer than 5 | $5.54M | 1.0% | — |
| Total | 523 | $530M | 100% | — |
- Clients
- 388
- Regulatory AUM
- $92.2M
- AUM share
- 17.4%
- Avg. per client
- $238K
- Clients
- 105
- Regulatory AUM
- $363M
- AUM share
- 68.5%
- Avg. per client
- $3.46M
- Clients
- 30
- Regulatory AUM
- $69.1M
- AUM share
- 13.1%
- Avg. per client
- $2.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.54M
- AUM share
- 1.0%
- Avg. per client
- —
Total
- Clients
- 523
- Regulatory AUM
- $530M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Pension & Wealth Management Advisors charges up to 1.00% a year for its Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
George Webb owns 75% or more of Pension & Wealth Management Advisors. The leadership team of Pension & Wealth Management Advisors includes President George Webb. It has 13 employees, 9 of them in advisory roles.
Leadership
George WebbPresident, CEO, and Chief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 9 in advisory functions
- 9 state-registered reps
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of Pension & Wealth Management Advisors, Inc.
George Webb
Control person · since June 2019
Pension & Wealth Management Advisors’ regulatory assets grew 4.1× from $128M (July 2021) to $530M (May 2026); clients rose from 133 to 523 and employees from 8 to 13. In 2025, Devonshire Asset Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $530M | 523 | 13 | 1 |
| April 2025 | $452M | 371 | 9 | 1 |
| April 2024 | $301M | 394 | 8 | 1 |
| April 2023 | $172M | 205 | 8 | 1 |
| June 2022 | $165M | 215 | 8 | 1 |
| July 2021 | $128M | 133 | 8 | 1 |
Firms that joined
20251 joined
- Devonshire Asset ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Pension & Wealth Management Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 800 South Street, Suite 160, WalthamHQ
Other business names
Pension & Wealth Management Advisors has reported 1 other business name to the SEC.
- Pension & Wealth Management Advisors
Contact and registration details
- Legal name
- Pension & Wealth Management Advisors, Inc.
- Headquarters
- 800 South Street, Suite 160, Waltham, MA 02453
- Website
- pensionwealth.com
- Phone
- 781-810-0800
- SEC file
- 801-119016
- Founded
- 2019
- Structure
- Massachusetts corporation
- Fiscal year end
- January
Pension & Wealth Management Advisors uses Fidelity ($409M) as custodian for its separately managed accounts. Pension & Wealth Management Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $409M100%
At year end, Pension & Wealth Management Advisors’ separately managed accounts were mostly in funds (82%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $371M across 544 positions; the largest are Schwab 1000 Index ETF (12.7%), Fidelity Total Bond ETF (7.4%) and State Street Doubleline Total Return Tactical ETF (6.9%).
What the accounts hold
- Stocks13%
- Funds82%
- Bonds1%
- Cash3%
- Other1%
- Alternatives - private equity1%
Reported 13F holdings
- $371M
- Reported 13F value
- 544
- Positions
- 51.3%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- Schwab 1000 Index ETFETF12.7%
- Fidelity Total Bond ETFETF7.4%
- State Street Doubleline Total Return Tactical ETFETF6.9%
- Vanguard Total Stock Market ETFETF6.8%
- iShares Core MSCI Total International Stock ETFETF4.5%
- Capital Group International Equity ETFETF3.7%
- Wisdomtree US Quality Dividend Growth FundETF2.9%
- iShares Core S&P 500 ETFETF2.6%
- Wisdomtree Emerging Markets Smallcap Dividend FundETF2.0%
- iShares Aaa Clo Active ETFETF1.8%
Together, the ten largest are 51.3% of reported value.
How many clients does Pension & Wealth Management Advisors have?
Pension & Wealth Management Advisors has 523 clients and manages $530 million for them, as of May 2026. They include 388 individual clients, 105 high-net-worth individuals, and 30 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Pension & Wealth Management Advisors offer?
Pension & Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Pension & Wealth Management Advisors charge?
Pension & Wealth Management Advisors charges up to 1.00% a year for its Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: PWMA ADV 2A, filed 29 April 2026
Which custodians does Pension & Wealth Management Advisors use?
Pension & Wealth Management Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $409M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026
How many financial advisors does Pension & Wealth Management Advisors have?
Pension & Wealth Management Advisors has 9 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pension & Wealth Management Advisors invest in?
At the end of its last fiscal year, Pension & Wealth Management Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Alternatives - Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pension & Wealth Management Advisors have a minimum investment?
Yes, Pension & Wealth Management Advisors’ minimum account size for its Portfolio Management is $1M.
Source: PWMA ADV 2A, filed 29 April 2026
Who owns Pension & Wealth Management Advisors?
Pension & Wealth Management Advisors’ direct owner is George Webb (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Pension & Wealth Management Advisors get paid?
Pension & Wealth Management Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pension & Wealth Management Advisors registered with the SEC?
Yes, Pension & Wealth Management Advisors has been registered with the SEC as an investment adviser since 6 July 2020. Its CRD number is 309546 and its SEC file number is 801-119016.
Source: Form ADV Part 1A, Item 1, filed 6 May 2026; IAPD firm record
How do I contact Pension & Wealth Management Advisors?
Pension & Wealth Management Advisors’ main office is at 800 South Street, Suite 160, Waltham, MA 02453. Its phone number is 781-810-0800. Its website is pensionwealth.com.