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Building 2AUA PRIVATE WEALTH ADVISORS, LLC

Map pinWEST CONSHOHOCKEN, PA
Phone(484) 965-0991
NotebookSEC #801-126972
Total AUM
$98.2M
Employees
8
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE,
SUITE 400
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(484) 965-0991
Other Offices
3

ReceiptFinancials

Total AUM
$98.2M
Accounts
71
Discretionary
$98.2M
Accounts
71
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$39.6M
Charitable Organization Clients
1
AUM
$18.3M
Investment Advisor Clients
24
AUM
$40.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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