# Personal Wealth Advisory

Personal Wealth Advisory is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125259
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125259

## About

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

## Questions

### 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.

### 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.

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- [Timothy J. McDonald CPA CFP](https://altss.com/profile/timothy-j-mcdonald-cpa-cfp)

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Last updated: 2026-06-03T20:00:00.000Z

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