# Pension & Wealth Management Advisors

Pension & Wealth Management Advisors is a Multi Family Office based in Waltham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waltham, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** pensionwealth.com
- **LinkedIn:** https://www.linkedin.com/company/pension-wealth-management-advisors

## Regulatory record

- **CRD number:** 309546
- **SEC file number:** 801-119016
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309546

## About

Founded in 2019 and headquartered in Waltham, Massachusetts, Pension & Wealth Management Advisors was established as an independent advisory practice. The firm serves individual clients, high-net-worth families, and institutional accounts, structuring its offering around integrated wealth management rather than transaction-driven brokerage. Its founding coincided with a period of accelerating breakaway advisor movement, as experienced practitioners left large wirehouses to build fiduciary-first shops. The firm advises across asset classes including publicly traded equities, fixed income, and alternative investments, executing through separately managed accounts and customized portfolio models. Pension & Wealth Management Advisors has not publicly disclosed discrete portfolio holdings, co-investment partners, or fund commitment activity, consistent with its private-client orientation. Its geographic reach concentrates on New England, with a particular density in the Greater Boston wealth corridor—a region defined by concentrated technology, healthcare, and academic wealth. Pension & Wealth Management Advisors has not publicly reported headcount, total assets under management, or growth metrics since its 2019 launch. No adjacent vehicles—such as a philanthropic foundation, real-asset subsidiary, or operating company—are documented in the public record. The firm has not announced leadership changes, acquisitions, or strategic pivots in the last 24 months, operating below the threshold of trade-press coverage. The firm's structural distinction lies in its independence. This architecture places it in a crowded field of Massachusetts-based boutique RIAs, where local referral networks and personal trust serve as the primary engine of asset gathering.

## Questions

### How is the firm compensated for its advisory services?

Per its Massachusetts regulatory filings, the firm charges fees based on a percentage of assets under management alongside fixed-fee arrangements for financial planning and consulting services. This dual-revenue model is standard for RIAs of its size and allows the firm to serve both ongoing portfolio-management relationships and one-time retirement or estate-planning engagements.

## Related profiles

- [Pensionsmyndigheten](https://altss.com/profile/pensionsmyndigheten)
- [Penstock Equity](https://altss.com/profile/penstock-equity)

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Last updated: 2026-08-11T02:43:31.692Z

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