SourcingSourcing

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

C30
CRD 309546·SEC 801-119016·WALTHAM, MA
AUM
$529.8M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CRD
309546
SEC file #
801-119016
EIN
—
DBA names
Pension & Wealth Management Advisors

Economics

AUM
$529.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$112.5M → $529.8M▲ +371%
Client mix
Individuals Other388
Individuals High Net Worth105
Pension Profit Sharing Plans30

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'21'26
3 advisors → 9 advisors▲ +200%
Primary office
WALTHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
instagram.com/pensionwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Webb, George, Paul
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Webb, George, Paul
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2909
Soi Zip Pct 200k Plus
0.1001
Soi Zip Returns 200k Plus
1,500
Soi Zip Total AGI
1,453,548
Fdic Zip Total Deposits
5,310,774,000
Fdic Zip Branch Count
63
Fdic Zip Top Banks
Rockland Trust Company
Sovereign Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Sovereign BankWaltham, MA
Fleet National BankWaltham, MA
Fdic Zip HHI
2090.72
Fdic Zip Top Bank Share Pct
35.06
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,497
Returns3,380
Stub 2
AGI109,960
Returns2,950
Stub 3
AGI156,317
Returns2,530
Soi Zip Total Business Income
43,263
Soi Zip Total Cap Gains
62,321
Soi Zip Total Dividends
25,788
Soi Zip Total Returns
14,990
Top Owner CRD
2169510
Trust Company Affiliate
No

People (7)

7
Webb, George, Paul
IAR · Direct Owner · 87.5%
2169510
JAMES MICHAEL BOYD
IAR
2315479
THOMAS E WADE
IAR
1097200
Bradley Clark Cannon
IAR
8058434
ROBERT DAVID SANDLER
IAR
859435
BRIAN THOMAS GASBARRO
IAR
4319693
ANDREW JOHN POWERS
IAR
1152856