Personal Wealth Advisory, LLC

Financial planning in Lancaster, PA

State registeredNo commissions reported

Call (717) 735-1170 Send a message Map ↗

Public-record details

Address: 630 Delp Road, Suite 100, Lancaster, PA 17601
Phone: (717) 735-1170
Listed under: Financial planning, Hourly fees, Flat / fixed fees
CRD number: 125259
Registration: State registered: PA
Compensation (Form ADV 5.E): Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Educational seminars/workshops
Clients reported (Form ADV 5.D): 11
Individual / high-net-worth clients: 11 / 0
Employees: 3
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-12

State registered (PA) investment adviser, CRD 125259, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 125259 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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