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EWA, LLC
CRD 308977File 801-118806
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$750.7M
Above cohort median (national)
Discretionary AUM
$750.7M
Clients
397
2,602 accounts
Employees
14
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 28, 2020
- Principal office
- 381 MANSFIELD AVE, SUITE 200 A & B, PITTSBURGH, PA, 15220
- Phone
- (412) 288-2363
- Website
- https://ewa-llc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $750.7M
- Discretionary AUM
- $750.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,602
- Non-discretionary accounts
- 0
- Total accounts
- 2,602
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 203 | $95.1M |
| Individuals (other than high net worth individuals) | 194 | $655.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.