EWA, LLC logo

EWA, LLC

Updated today

Client AUM

$750,707,201

Clients

397

Advisors

9

of 14 employees

About

EWA, LLC is a registered investment adviser that manages about $750.7 million for roughly 397 clients through a nine-advisor team. The firm provides comprehensive wealth management and financial planning services, including portfolio management for individuals, retirement-plan analysis, tax planning and preparation (via an affiliated tax entity), and insurance product offerings.

As a fiduciary RIA, EWA emphasizes long-term horizons, strategic asset allocation, diversification, and tax-aware asset location, and it deploys both low-cost diversified funds and more customized options such as direct indexing and tactical investment management. Portfolios are subject to ongoing supervision and rebalancing, with discretionary and non-discretionary arrangements available, and the firm supplements human oversight with artificial‑intelligence tools for analytics and real‑time note-taking.

The brochure discloses several features that are less common among similar team firms: EWA acts as sponsor and portfolio manager of a wrap‑fee program, conducts paid educational seminars and workshops (noted at $500–$2,500 per attendee), and uses testimonials in its advertising. It also highlights adviser experience advising on business monetizations and physician employment contracts, integrates tax preparation for wealth management clients through an affiliated firm, and acknowledges custodial arrangements that subject affected accounts to an annual PCAOB surprise custody examination.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy

Occupation focus

Doctor or Medical Professional Executive Founder/Business Owner

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Financial planning services fees range from $2,500 to $7,500 per engagement, minimum $2,500; educational seminars $500 to $2,500.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.40% More than $50,000,000+: 0.30%

Commissions

Commission compensation is offered through affiliated insurance agency (EWA Insurance, LLC) via the sale of insurance products, including life insurance and annuities, with first-year commissions and renewal commissions applicable.

Other

Minimum fee: Financial planning fees are generally flat fees ranging from $2,500 to $7,500 per engagement with a minimum charge of $2,500; fees are negotiable and may be reduced or waived in certain circumstances. Fee-only: Fee-only advisory services; does not receive commissions for advisory services.

Main office

381 Mansfield Ave, Suite 200 A & B

Pittsburgh PA 15220

Advisors at this office

9

Most active in

Florida · Illinois · Indiana · Maryland · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia · Washington

Also doing business as

Equilibrium Wealth Advisors · Ewa · Ewa, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Drew D

Series 65

Pittsburgh, PA

EWA, LLC

Drew Deimel is a financial advisor at EWA, LLC with nine years of industry experience and holds the Series 65 designation. Prior to joining EWA in 2025, he worked for 12 years at HBK Sorce Insurance LLC and HBKS Wealth Advisors. Outside of his advisory work, he has been involved with Car to Car Care since 2007. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services with an emphasis on long-term strategies, tax-aware asset allocation, and the use of both low-cost funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Nicklaus S

CFP®, ChFC®, Series 66

Pittsburgh, PA

EWA, LLC

Nicklaus Stonesifer is a CFP® and ChFC® with 15 years of industry experience. He has worked at EWA, LLC since 2020 and previously spent time with Northwestern Mutual Wealth Management Company and Investment Management from 2010 to 2020. EWA, LLC is a registered investment adviser serving approximately 397 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term investment horizons, strategic asset allocation, and tax-aware strategies, while utilizing both low-cost diversified funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Jamison S

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jamison Smith is a financial advisor at EWA, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Outside of advisory work, he has professional experience with Wheeling Jesuit University and True Lacrosse. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, employing a fiduciary approach that includes strategic asset allocation, diversification, and tax-aware investment strategies.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Matthew B

CFP®, Series 66

Pittsburgh, PA

EWA, LLC

Matthew Blocki is a financial advisor at EWA, LLC in Pittsburgh, PA, with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining EWA, he worked at Northwestern Mutual in various capacities from 2011 to 2020. Outside of his advisory role, he owns a training business focused on wealth advisor education. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services with an emphasis on long-term strategies, diversification, tax-aware asset location, and the use of both low-cost funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Jordan F

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jordan Fediaczko is a financial advisor at EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining EWA, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, among other roles. EWA, LLC is a registered investment adviser managing over $750 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services with a focus on long-term strategies, diversification, tax-aware asset allocation, and uses both low-cost funds and customized investment options, supported by artificial intelligence tools.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Christopher P

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Tyler H

CFP®, Series 63

Pittsburgh, PA

EWA, LLC

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

Benjamin R

CFP®, Series 63

Pittsburgh, PA

EWA, LLC

Benjamin Ruttenberg is a CFP® professional with seven years of industry experience, currently serving as an advisor at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales and service. EWA, LLC is a fiduciary registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, utilizing long-term strategic asset allocation, diversification, and tax-aware asset location, supplemented by both low-cost diversified funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar

James R

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

James Ruttenberg is a financial advisor at EWA, LLC with 31 years of industry experience. He has held various roles at Northwestern Mutual and its affiliates from 1990 through 2024 before joining EWA. Ruttenberg holds Series 63 and Series 65 designations. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategic asset allocation, tax-aware asset location, and both diversified and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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