P
CRD: 135588
Personal Wealth Management Advisors, Inc.
Dublin, OH, 43017
6143367962
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2005
- Office Locations
- 1
Office Locations
6001 Tain Drive Suite 104 Dublin OH
About Personal Wealth Management Advisors, Inc.
Personal Wealth Management Advisors, Inc. is a Dublin-based RIA. The firm has been operating for 20 years. Managing $19.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$580.6K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Eagle delta
Client Personas
Capital capital
Investment Themes
Crest peak Alpha
Investment Vehicles
Peak
Services
Quantum Pathway ember Timber bridge Atlas quantum Fusion
Owner & Executives
J
JOHN BEVILACQUA JR
Chief Compliance Officer, Partner, President
- CRD
- #811408
- Ownership
- 75% or more
(964) 965-4065
meridian.quantum@primecapital.com
in linkedin.com/in/oak-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,160,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,160,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,160,000
Equity - Exchange:
34.0% Corporate - Investment Grade:
15.8% Municipal Bonds:
19.6% Cash:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,107,987,114 | 34.0% |
| Corporate - Investment Grade | $514,888,130 | 15.8% |
| Municipal Bonds | $638,721,983 | 19.6% |
| Cash | $997,188,403 | 30.6% |
| Total | $3,258,785,630 | 100.0% |