P
Personal Wealth Management Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,590,553
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$490,251
About
Personal Wealth Management Advisors, Inc. provides investment advisory and portfolio management services primarily for individual clients and also manages accounts for charitable organizations and select institutional clients. While many independent advisers focus on individual portfolio management and AUM-based fees, this firm’s client mix includes nonprofits and institutional mandates, which is less common for firms in this category.
The firm delivers ongoing portfolio management with regularly scheduled account reviews and hands-on oversight of client accounts. Its approach reflects extensive prior experience in institutional portfolio management and other securities industry roles, informing the firm’s emphasis on structured reviews and individualized portfolio oversight.
What is noteworthy is the firm’s combination of a modest client roster with active management of charitable and institutional accounts, a service mix that is relatively rare among independent advisers. The firm also draws on long-standing industry and academic experience, which contributes to its focus on disciplined portfolio management and client review processes.
Client services
Portfolio management
Expertise
Wealth management
Main office location
Personal Wealth Management Advisors, Inc.
6001 Tain Drive, Suite 104
Dublin OH 43017, United States
Number of offices
1
Most active in
Personal Wealth Management Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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