# P.W.B., Inc.

> P.W.B., Inc. is a state-registered investment advisory firm, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2009.

- CRD: 123258
- Filed as: P.W.B., INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 20, 2009
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123258
- AdvisorCensus page: https://advisorcensus.com/firm/p-w-b-inc-123258

## Quick answers

**How is P.W.B., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), P.W.B., Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is P.W.B., Inc. registered with the SEC or a state?**
P.W.B., Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 123258.

**How much does P.W.B., Inc. manage?**
P.W.B., Inc. reports $3,650,000 in regulatory assets under management in its Form ADV filing dated January 20, 2009 (100% discretionary).

**Does P.W.B., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123258

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,650,000
- Discretionary: $3,650,000
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (25 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P.W.B., Inc. (CRD 123258): Form ADV filing data as of October 2026.