Unclaimed Profile

George Paul Webb

PENSION & WEALTH MANAGEMENT ADVISORS, INC.·WALTHAM, Massachusetts

SIE, Series 3, Series 6, Series 7, Series 63, Series 66Clean record6 years registeredPENSION & WEALTH MANAGEMENT ADVISORS, INC.

800 SOUTH STREET, WALTHAM, MA 02453CRD# 2169510Firm CRD# 309546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Paul Webb · WALTHAM, MA

Registration

CRD #2169510 · PENSION & WEALTH MANAGEMENT ADVISORS, INC. · 6 years registered

Brand Profile

Not yet started

Career History

PENSION & WEALTH MANAGEMENT ADVISORS

Feb 2026 – present

PENSION & WEALTH MANAGEMENT ADVISORS

Jul 2020 – Dec 2025

WALTHAM, MA

KASTEL CAPITAL ADVISORS, LLC

Oct 2019 – Dec 2020

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 9, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

CRD 309546 · SEC 801-119016

AUM

$301M

Regulatory assets under management

Employees

398 client accounts

Services offered by PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENSION & WEALTH MANAGEMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does George Paul Webb offer?

George Paul Webb specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALTHAM, Massachusetts for a consultation.

What are George Paul Webb's credentials?

George Paul Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Paul Webb located?

George Paul Webb is based in WALTHAM, Massachusetts, working with PENSION & WEALTH MANAGEMENT ADVISORS, INC.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does George Paul Webb charge for services?

George Paul Webb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION & WEALTH MANAGEMENT ADVISORS, INC.?

PENSION & WEALTH MANAGEMENT ADVISORS, INC. has approximately 8 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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