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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW BISHOP BLOCKI
Founder, Managing Member
- CRD
- #5673060
- Ownership
- 75% or more
JAMES STUART RUTTENBERG
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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