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President, CEO, and Chief Compliance Officer · Pension & Wealth Management Advisors

George P. Webb

CRD 2169510 · Named on Form ADV at one SEC-registered adviser

At a glance

Pension & Wealth Management Advisors, an SEC-registered wealth manager based in Waltham, MA with $530 million in regulatory assets, lists George P. Webb on its Form ADV as President, CEO, and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.