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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2020
- Office Locations
- 2
Office Locations
About EWA, LLC
EWA, LLC is a Pennsylvania RIA providing holistic financial planning and wealth management for clients with complex needs—especially physicians, business owners/executives, and retirees. Its “Three C’s” approach positions the team as a decision catalyst, CFO-like coordinator, and concierge across retirement, investment management, risk/asset protection, and college planning. Portfolios use public funds and ETFs, with custody at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 1, 2025 and August 6, 2026, reported AUM increased 13.1%, from $664.0M to $750.7M.
Across 5 reported observations, AUM increased 180.1% between December 6, 2022 and August 6, 2026, from $268.0M to $750.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 397 clients, or 49.6 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full EWA, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW BISHOP BLOCKI
Founder, Managing Member
- CRD
- #5673060
- Ownership
- 75% or more
JAMES STUART RUTTENBERG
Family Wealth & Estate Consultant, Member
- CRD
- #2295305
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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DREW DAVID DEIMEL
Business Development
- CRD
- #6296697
Jordan Dyan Fediaczko
Director
- CRD
- #7356582
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $750,707,201 | $288,512 |
| Non-Discretionary | $0 | -- |
| Total | $750,707,201 | $288,512 |
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Separately Managed Accounts
SMA allocation detail is available
EWA, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
EWA, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.