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EWA, LLC
CRD 308977File 801-118806
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 14 | increased by5 |
| Mar 1, 2026 | Clients | 378 | 397 | increased by19 |
| Mar 1, 2026 | AUM | $664,000,000 | $750,707,201 | increased by$86,707,201 |
| Mar 1, 2026 | Accounts | 2,420 | 2,602 | increased by182 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 371 | 378 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $559,000,000 | $664,000,000 | increased by$105,000,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,399 | 2,420 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 371 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $268,000,000 | $559,000,000 | increased by$291,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 424 | 2,399 | increased by1,975 |
| Oct 1, 2022 | AUM | $232,653,339 | $268,000,000 | increased by$35,346,661 |
| Oct 1, 2022 | Accounts | 1,477 | 424 | decreased by1,053 |
| Apr 1, 2022 | Clients | 351 | 293 | decreased by58 |
| Apr 1, 2022 | AUM | $199,430,475 | $232,653,339 | increased by$33,222,864 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EWA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EWA” 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.