Pension & Wealth Management Advisors, MA — Investment Adviser | BuildTrust

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PENSION & WEALTH MANAGEMENT ADVISORS

Investment AdviceWALTHAM, MA

Assets Under Management

$452.2M

Total AUM

Donut chart: Discretionary 433.7M, Non-Discretionary 18.5M
Category	Value
Discretionary	433.7M
Non-Discretionary	18.5M

Adviser Information

Field	Value
CRD Number	309546
SEC Number	801-119016
Street Address	800 SOUTH STREET
Street Address 2	SUITE 160
Location	WALTHAM, MA 02453
Country	United States
Phone	781-810-0800
Fax	1-800-616-5532
Total Employees	9

Client Count by Type (371 Total)

Horizontal bar chart: Individuals (other than H… 232, High Net Worth Individual… 101, Pension/Profit Sharing Pl… 38
Category	Value
Individuals (other than H…	232
High Net Worth Individual…	101
Pension/Profit Sharing Pl…	38