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AMERISERV WEALTH ADVISORS INC
CRD 105846File 801-47835
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.11B
Clients
55
1,073 accounts
Employees
4
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 14, 1994
- Principal office
- 216 FRANKLIN STREET, JOHNSTOWN, PA, 15901-1911
- Phone
- 814-533-5338
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,073
- Non-discretionary accounts
- 0
- Total accounts
- 1,073
- AUM per client
- $20.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $16.5M |
| Charitable organizations | Fewer than 5 | $12.0M |
| High net worth individuals | 18 | $46.2M |
| Banking or thrift institutions | Fewer than 5 | $1.00B |
| Individuals (other than high net worth individuals) | 32 | $16.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 67 | 55 | decreased by12 |
| Apr 1, 2026 | AUM | $1,056,593,704 | $1,111,917,969 | increased by$55,324,265 |
| Apr 1, 2026 | Accounts | 1,124 | 1,073 | decreased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 71 | 67 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,259,530,682 | $1,056,593,704 | decreased by$202,936,978 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,289 | 1,124 | decreased by165 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 50 | 71 | increased by21 |
| Apr 1, 2022 | AUM | $1,110,658,276 | $1,259,530,682 | increased by$148,872,406 |
| Apr 1, 2022 | Accounts | 1,302 | 1,289 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERISERV WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERISERV WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.