EWA, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $750.7M |
| Discretionary | $750.7M100% of AUM |
| Client Accounts | 2,602 |
| Avg Account Size | $289K |
| Employees | 14 |
| Peak AUM | $750.7MFeb 2026 |
AUM by Client Type
Total AUM
$751M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $751M | +34.3% | +39.5% | +31.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $750.7M |
| Discretionary | $750.7M |
| Employees | 14 |
| Client Accounts | 2602 |
| Client Range | 0 |
Contact & Location
Address
381 MANSFIELD AVE
PITTSBURGH PA 15220
Phone
(412) 288-2363
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$751M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer CustodySurprise ExamAudited Financials
Structure
No related registrations reported