Personal Wealth Advisory

PERSONAL WEALTH ADVISORY, LLC is an SEC-registered investment adviser in LANCASTER, PA. It has 3 employees and 3 investment advisers. The firm is based in...

Personal Wealth Advisory

PERSONAL WEALTH ADVISORY, LLC is an SEC-registered investment adviser in LANCASTER, PA. It has 3 employees and 3 investment advisers. The firm is based in LANCASTER, PA.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What is known about the founders or principals of Personal Wealth Advisory?

No principals have been publicly identified. The firm has no website, LinkedIn presence, or media mentions that would reveal the names of its founders, advisors, or key decision-makers.

Where is Personal Wealth Advisory headquartered?

The firm's headquarters location is not a matter of public record. Its 'LLC' designation points to a US domicile, but no state registration details or physical address have been disclosed.

Does Personal Wealth Advisory manage outside capital or operate as a family office?

There is no public information indicating whether the firm manages third-party capital or functions as a single-family office. The generic name and lack of regulatory filings make either possibility plausible, though its low visibility is more consistent with a family office structure.

What investment strategy does Personal Wealth Advisory pursue?

No investment strategy has been publicly articulated. Without filings, a website, or named portfolio holdings, it is impossible to determine whether the firm invests in public equities, private markets, real estate, or concentrates solely on wealth-preservation strategies.

Is Personal Wealth Advisory registered with the SEC or state regulators?

No public record of SEC or state investment-adviser registration has been identified for this firm, suggesting it may operate under an exemption — possibly as a family office under the Dodd-Frank Act's family-office rule.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.