Professional Wealth Advisors, LLC
Company Management

Professional Wealth Advisors, LLC

Financial Services 2651 Warrenville Rd 47 employees
Employees
47
Contacts
3
Emails
3
Phones
2

Professional Wealth Advisors, LLC Overview

Headquarters
2651 Warrenville Rd
Website
www.pwaplan.com
Industry
Financial Services
Employees
47
Founded
2015
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Professional Wealth Advisors, LLC

We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Professional Wealth Advisors, LLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Professional Wealth Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
John Searer Partner - Wealth Advisor
Email Phone
Angela James Director of Marketing at Professional
Email
Steve Kellar, Cfp® Longevity Planning - Retirement Income
Email Phone

Employees by Management Level

Individual contributor 15 profiles
Associate / junior 8 profiles
Director 5 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 8 8 5
General 5 5 0
Sales 4 4 1
Finance 1 1 0

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