# Personal Wealth Management Advisors, Inc.

> Personal Wealth Management Advisors, Inc. is a state-registered investment advisory firm in Dublin, OH, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 135588
- Filed as: PERSONAL WEALTH MANAGEMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135588
- AdvisorCensus page: https://advisorcensus.com/firm/personal-wealth-management-advisors-inc-dublin-oh-135588

## Quick answers

**How is Personal Wealth Management Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Wealth Management Advisors, 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.

**Where is Personal Wealth Management Advisors, Inc. located?**
Personal Wealth Management Advisors, Inc.'s principal office is in Dublin, OH, according to its Form ADV.

**Is Personal Wealth Management Advisors, Inc. registered with the SEC or a state?**
Personal Wealth Management Advisors, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 135588.

**How much does Personal Wealth Management Advisors, Inc. manage?**
Personal Wealth Management Advisors, Inc. reports $19,160,000 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Personal Wealth Management Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (5).

**Does Personal Wealth Management 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135588

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,160,000
- Discretionary: $19,160,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $9,214,002 |
| High net worth individuals | 5 | $9,945,998 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. Personal Wealth Management Advisors, Inc. (CRD 135588): Form ADV filing data as of October 2026.