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PENSION & WEALTH MANAGEMENT ADVISORS, INC. Info

PENSION & WEALTH MANAGEMENT ADVISORS, INC. info

PENSION & WEALTH MANAGEMENT ADVISORS, INC. (SEC CIK 2145782) first filed with the SEC on 2026-08-07 (Form 13F-HR) and has filed 18 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in MA and registered at 800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453.

  • Name: Value PENSION & WEALTH MANAGEMENT ADVISORS, INC..
  • SEC CIK: Value 2145782.
  • State of organization: Value MA.
  • Business address: Value 800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NamePENSION & WEALTH MANAGEMENT ADVISORS, INC.
SEC CIK2145782
State of organizationMA
Business address800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453
Mailing address800 SOUTH STREET, SUITE 160, WALTHAM, MA, 02453
Phone781-810-0800
Fiscal year endJanuary 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-08-07 (Form 13F-HR)
Latest SEC filing2026-08-27 (Form N-PX)
Filings on EDGAR18
First Form 13F-HR2026-08-07 (quarter ended 2022-12-31)
Latest Form 13F-HR2026-08-07 (quarter ended 2026-06-30)
Form 13F-HR filings15

Filings by Form

FormFilingsLatest
13F-HR152026-08-07
N-PX32026-08-27

Filings by Year

YearFilingsForm 13F-HR
20261815

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