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Pension & Wealth Management Advisors

Pension & Wealth Management Advisors. CRD 309546

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CRD: 309546

Pension & Wealth Management Advisors

Waltham, MA, 02453
7818100800
pensionwealth.com
$529.8M Total AUM
$511.8M Disc. AUM
45.5% 3Y CAGR
13 Employees
523 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Frontier foundationAtlas timber +more
Established Date
07-06-2020
Office Locations
1

Office Locations

800 South Street Suite 160 Waltham MA

About Pension & Wealth Management Advisors

Pension & Wealth Management Advisors is an independent, fee-based advisory firm providing comprehensive wealth management for families, business owners, and institutional investors. The team builds customized, diversified portfolios (individual securities, tax-efficient strategies, alternatives and hedging when appropriate) alongside retirement, estate, and risk management planning. Offers board-level experience with endowments/foundations/retirement plans and M&A support for liquidity events.

Team overview

54 AVG AGE
$58.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.4 yrs AVG TENURE
13 Employees
9 Advisory Reps
9 RIA Reps
5yrs Firm Age

Insights

Full visibility includes strategy notes for zenith fusion.
See the complete signal summary connected to horizon fusion.
Upgrade to reveal position-level detail across atlas momentum.
See the complete signal summary connected to atlas radial.
Open the full profile to inspect shifts in insight atlas.
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Asset Classes

Eagle fusion Harbor Horizon beacon Eagle beacon Pioneer Alpha pioneer

Client Personas

Ember Vector crest

Custodian

Catalyst eagle Delta vital Catalyst delta Meridian focus Glacier optima Prime Unison prime Horizon Oak Optima ember North pathway

Investment Themes

Peak radial Unison

Investment Vehicles

Ridge momentum Glacier eagle

Platform

Matrix

Services

Capital signal Insight Horizon zenith Wave frontier Radial Crest prime Frontier signal Eagle Wave Vertex summit Crest

Technology

Beacon focus Delta alpha Focus peak Beacon Beacon

Owner & Executives

George Paul Webb

George Paul Webb

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2169510
Ownership
75% or more
(216) 905-9702
horizon.oak@unisoncapital.com
in linkedin.com/in/wave-delta

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Contacts

J

JAMES MICHAEL BOYD

--

CRD
#2315479
(261) 970-2449
zenith.pioneer@horizoncapital.com
in linkedin.com/in/foundation-frontier
B

Bradley Clark Cannon

--

CRD
#8058434
(768) 897-1610
matrix.legacy@vitalcapital.com
in linkedin.com/in/bridge-bridge
F

Fusion insight

Value frontier meridian

CRD
#28358
(704) 395-6477
matrix.summit@wavecapital.com
in linkedin.com/in/foundation-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-18-2022
04-28-2023
10-07-2024
04-29-2025
05-06-2026
Category Assets AVG. Account size
Discretionary $511,825,542 $1,021,608
Non-Discretionary $17,986,096 $749,421
Total $529,811,638 $1,009,165

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Separately Managed Accounts

Total SMA Asset: $529,811,638

$529.8M Total SMA
Public Funds:
18.7%
Equity - Exchange:
23.6%
Cash:
33.0%
Other:
12.4%
U.S. Government/Agency:
12.3%
Asset class Assets Assets %
Public Funds $1,307,786,587 18.7%
Equity - Exchange $1,650,468,634 23.6%
Cash $2,307,858,683 33.0%
Other $867,195,384 12.4%
U.S. Government/Agency $860,201,872 12.3%
Total $6,993,511,160 100.0%

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