# Ameriserv Wealth Advisors Inc

> Ameriserv Wealth Advisors Inc is an SEC-registered investment advisory firm in Johnstown, PA, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 105846
- Filed as: AMERISERV WEALTH ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johnstown, PA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105846
- AdvisorCensus page: https://advisorcensus.com/firm/ameriserv-wealth-advisors-inc-johnstown-pa-105846

## Quick answers

**How is Ameriserv Wealth Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Ameriserv Wealth Advisors Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Ameriserv Wealth Advisors Inc located?**
Ameriserv Wealth Advisors Inc's principal office is in Johnstown, PA, according to its Form ADV.

**Is Ameriserv Wealth Advisors Inc registered with the SEC or a state?**
Ameriserv Wealth Advisors Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 105846.

**How much does Ameriserv Wealth Advisors Inc manage?**
Ameriserv Wealth Advisors Inc reports $1,111,917,969 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Ameriserv Wealth Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Ameriserv Wealth Advisors Inc: Regulatory assets under management: $1,110,658,276 in the October 2021 data and $1,111,917,969 in the October 2026 data, unchanged. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ameriserv Wealth Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (18); corporations or other businesses not listed above (5).

**Which custodians does Ameriserv Wealth Advisors Inc use?**
Ameriserv Wealth Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ameriserv Financial Bank (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Ameriserv Wealth Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105846

**Does Ameriserv Wealth Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "A minimum of $250,000 of assets und er management is required for this service. However, the account minimum is negotiable under certain circumstances." "AWA’s minimum account size is $250,000 of assets under management. However, the account minimum is negotiable under certain circumstances."

**What changed in Ameriserv Wealth Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> A minimum of $250,000 of assets und er management is required for this service. However, the account minimum is negotiable under certain circumstances.

> AWA’s minimum account size is $250,000 of assets under management. However, the account minimum is negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ameriserv Financial Bank (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,111,917,969
- Discretionary: $1,111,917,969
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $16,365,129 |
| High net worth individuals | 18 | $46,227,100 |
| Banking or thrift institutions | Fewer than 5 | $1,000,828,049 |
| Charitable organizations | Fewer than 5 | $12,036,291 |
| Corporations or other businesses not listed above | 5 | $16,467,329 |
| Other | Fewer than 5 | $19,994,071 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1994 (31 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ameriserv.com/INVESTMENTS
- ameriserv.com/WEALTHADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,110,658,276 | 5 | September 9, 2021 |
| October 2022 | $1,259,530,682 | 4 | June 23, 2022 |
| October 2023 | $1,086,672,584 | 5 | October 2, 2023 |
| October 2024 | $1,115,288,536 | 4 | April 19, 2024 |
| October 2025 | $1,056,593,704 | 5 | March 28, 2025 |
| October 2026 | $1,111,917,969 | 4 | March 20, 2026 |

Regulatory assets under management: $1,110,658,276 in the October 2021 data and $1,111,917,969 in the October 2026 data, unchanged.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ameriserv Wealth Advisors Inc (CRD 105846): Form ADV filing data as of October 2026.