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Equilibrium Wealth Advisors

EST. AUM
$750,707,201

CONTACTS
3

CLIENT ACCOUNTS
2,602

Firm Details

Metro area Pittsburgh
CRD Number 308977
Website ewa-llc.com
Client types

Overview

EWA, LLC dba Equilibrium Wealth Advisors is an SEC-registered investment advisory firm focused on providing integrated wealth management and financial planning to individuals and families facing financial complexity, including physicians, business owners, retirees and corporate executives. The firm positions wealth as a tool to help clients live “with design and intention,” seeking to reduce financial stress and decision fatigue while helping clients pursue financial independence. EWA emphasizes its fiduciary role, comprehensive planning and transparent, all-encompassing advisory fee structure rather than a product-driven model, stating that it delivers outcomes through coordinated planning rather than selling financial products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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