EWA, LLC logo

EWA, LLC

Updated today

Client assets under management

$750,707,201

Clients

397

51% high-net worth

Advisors

9

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$1,890,950

About

EWA, LLC serves individual and high-net-worth clients through comprehensive wealth management, portfolio management, and financial planning services, and also works with retirement plans, trusts, and other institutions. The firm integrates investment management with tax planning and preparation (available through an affiliated tax practice) and offers specialty services for business owners and physicians, including contract review and guidance on monetizing or selling businesses.

The firm frames its investment approach around fiduciary obligations, strategic asset allocation, long-term horizons, diversification, and tax-efficient implementation, while offering both discretionary and non-discretionary management. Portfolios may include direct indexing and tactical management, and the firm supplements its process with artificial intelligence tools and an AI-powered chatbot for operational tasks, with stated human oversight of AI outputs.

Noteworthy for a team-sized RIA, EWA acts as the sponsor and portfolio manager for a wrap fee program, conducts paid educational seminars/workshops, and discloses the use of client testimonials in its advertising materials—features that are uncommon among peers. The brochure also discloses arrangements that affect custody and service delivery (held-away account access, standing letters of authorization, trustee and POA roles subjecting the firm to a PCAOB surprise custody exam) and describes affiliated insurance and tax entities whose activities and commission practices are disclosed as potential conflicts of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy

Occupation focus

Doctor or Medical Professional Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees charged on a flat fee basis, typically $2,500 to $7,500

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.60% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001 - $50,000,000: 0.40% annually More than $50,000,000+: 0.30% annually

Commissions

Commission compensation for insurance products sold through affiliated insurance agency

Other

Minimum fee: Financial planning fees generally $2,500 to $7,500 per engagement, minimum $2,500 Fee-only: Flat fees for financial planning ($2,500 minimum, negotiable)

Main office location

EWA, LLC

381 Mansfield Ave, Suite 200 A & B

Pittsburgh PA 15220, United States

Number of offices

1

Most active in

Florida · Illinois · Indiana · Maryland · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Drew D

Series 65

Pittsburgh, PA

EWA, LLC

Drew Deimel is a financial advisor at EWA, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at HBK Sorce Insurance LLC and HBKS Wealth Advisors for twelve years. Outside of his advisory role, he has been involved with Car to Car Care since 2007. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive wealth management services, including financial planning, retirement-plan analysis, and direct indexing. The firm manages approximately $664 million in discretionary assets and employs a long-term, tax-aware investment approach supplemented by AI tools and concierge-style client service.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Nicklaus S

CFP®, ChFC®, Series 66

Pittsburgh, PA

EWA, LLC

Nicklaus Stonesifer is a CFP® and ChFC® with 15 years of industry experience. He is currently with EWA, LLC, a team-based firm in Pittsburgh, PA, where he has worked since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and investment services affiliates from 2010 to 2020, as well as work with Matthew Blocki and Kevin Miller. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive wealth management services, including financial planning, retirement-plan analysis, and direct indexing. The firm emphasizes long-term asset allocation, tax-aware strategies, and integrates AI tools to support investment management and client service.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Jamison S

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jamison Smith is a financial advisor with EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining EWA in 2020, he worked at Northwestern Mutual Investment Services LLC and has experience with Wheeling Jesuit University and True Lacrosse. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive wealth management offering, including financial planning and retirement-plan analysis. The firm emphasizes long-term asset allocation, diversification, and tax-aware strategies, supplementing its services with AI tools and concierge-style client support.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Matthew B

CFP®, Series 66

Pittsburgh, PA

EWA, LLC

Matthew Blocki is a CFP® with 14 years of industry experience, currently serving at EWA, LLC since 2020. He previously worked at Northwestern Mutual in various capacities from 2011 to 2020. Outside of his advisory role, he owns Wealth Advisor Training, a business focused on training financial professionals. EWA, LLC provides discretionary portfolio management and comprehensive wealth management services to individual and high-net-worth clients. The firm emphasizes long-term asset allocation, diversification, and tax-aware investment strategies while integrating technology and offering additional services such as tax planning and trustee capabilities.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Jordan F

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jordan Fediaczko is a financial advisor at EWA, LLC in Pittsburgh, PA, with two years of industry experience. He previously held positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive wealth management offering, including financial planning, retirement-plan analysis, and direct indexing. The firm manages approximately $664 million in discretionary assets and emphasizes long-term asset allocation, diversification, tax-aware placement, and the use of AI tools to support investment and operational processes.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Christopher P

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Christopher Pavcic is a financial advisor at EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations with six years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Ruth's Chris Steakhouse. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive wealth management services, including financial planning and retirement-plan analysis. The firm emphasizes long-term asset allocation, diversification, and tax-aware strategies, supplementing its investment work with AI tools and offering services such as direct indexing and tactical investment management.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Tyler H

CFP®, Series 63

Pittsburgh, PA

EWA, LLC

Tyler Houston is a CFP® with three years of industry experience, currently serving as an advisor at EWA, LLC. Prior to joining EWA, he held roles at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC provides discretionary portfolio management and comprehensive wealth management services to individual and high-net-worth clients, emphasizing long-term asset allocation, diversification, and tax-aware investment strategies. The firm integrates technology and offers additional services such as financial planning, direct indexing, and tax-related support through affiliated practices.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

Benjamin R

CFP®, Series 63

Pittsburgh, PA

EWA, LLC

Benjamin Ruttenberg is a CFP® professional with six years of industry experience, currently serving at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also involved in insurance sales and service as an agent. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive wealth management services, including financial planning and retirement-plan analysis. The firm emphasizes long-term asset allocation, diversification, and tax-aware strategies, and incorporates AI tools to support investment analytics and client service.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
user avatar

James R

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

James Ruttenberg is a financial advisor at EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials. He has over 30 years of experience in the financial services industry, including more than three decades at Northwestern Mutual in various roles before joining EWA. EWA, LLC serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive wealth management offering that includes financial planning, retirement-plan analysis, and direct indexing. The firm emphasizes long-term asset allocation, diversification, and tax-aware investment strategies, supported by AI tools and a concierge-style client service model.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Founder/Business Owner Executive
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