# EWA, LLC

> EWA, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 308977
- Also doing business as: EQUILIBRIUM WEALTH ADVISORS, EWA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308977
- AdvisorCensus page: https://advisorcensus.com/firm/ewa-llc-pittsburgh-pa-308977

## Quick answers

**How is EWA, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), EWA, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is EWA, LLC located?**
EWA, LLC's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is EWA, LLC registered with the SEC or a state?**
EWA, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308977.

**How much does EWA, LLC manage?**
EWA, LLC reports $750,707,201 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have EWA, LLC's assets and staff changed since 2021?**
In the Form ADV data for EWA, LLC: Regulatory assets under management: $199,430,475 in the October 2021 data and $750,707,201 in the October 2026 data, up 276%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EWA, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (203); individuals (other than high net worth individuals) (194).

**Which custodians does EWA, LLC use?**
EWA, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does EWA, LLC 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/308977

**What changed in EWA, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $664,000,000 to $750,707,201 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $750,707,201
- Discretionary: $750,707,201
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 194 | $655,599,994 |
| High net worth individuals | 203 | $95,107,207 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, IN, MD, NC, NH, NY, OH, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ewa-llc.com
- open.spotify.com/show/412ViNc8fPDNFAX0Dtmqzb
- podcasts.apple.com/us/podcast/fin-lyt-by-ewa/id1680891944
- Facebook @EquilibriumWealthAdvisors
- Instagram @ewa.llc
- LinkedIn @equilibrium-wealth-advisors
- LinkedIn @benruttenberg
- LinkedIn @chris-pavcic-2979bb141
- LinkedIn @jamison-smith-6b443b10a
- LinkedIn @jordan-fediaczko-b8776b156
- LinkedIn @mattblocki
- LinkedIn @nick-stonesifer-cfp®-chfc®-97439244
- LinkedIn @stephanie-bogden-mba-wmcp®-27a88645
- X @FINLYTbyEWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,430,475 | 9 | June 10, 2021 |
| October 2022 | $268,000,000 | 9 | September 28, 2022 |
| October 2023 | $276,591,920 | 9 | May 17, 2023 |
| October 2024 | $408,115,720 | 9 | September 18, 2024 |
| October 2025 | $559,000,000 | 9 | April 29, 2025 |
| October 2026 | $750,707,201 | 14 | August 6, 2026 |

Regulatory assets under management: $199,430,475 in the October 2021 data and $750,707,201 in the October 2026 data, up 276%.
Total employees: 9 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $664,000,000 to $750,707,201 (+13%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $559,000,000 to $664,000,000 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EWA, LLC (CRD 308977): Form ADV filing data as of October 2026.