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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pension & Wealth Management Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Pension & Wealth Management Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pension & Wealth Management Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pension & Wealth Management Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pension & Wealth Management Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Pension & Wealth Management Advisors have a minimum investment?","answer":"Yes, Pension & Wealth Management Advisors’ minimum account size for its Portfolio Management is $1M.","source":"PWMA ADV 2A, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Pension & Wealth Management Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pension & Wealth Management Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pension & Wealth Management Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Pension & Wealth Management Advisors?","answer":"Pension & Wealth Management Advisors’ main office is at 800 South Street, Suite 160, Waltham, MA 02453. Its phone number is 781-810-0800. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}