EWA, LLC
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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
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning services fees range from $2,500 to $7,500 per engagement, minimum $2,500; educational seminars $500 to $2,500.
$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%
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.
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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