DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ewa, LLC
Latest filing Aug 6, 2026
First filing on the tape Apr 27, 2020 · 34 filings
SEC status approved since May 28, 2020
RAUM
$751M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$751M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$83.4M
derived; firm RAUM over IAPD count
Employees
14
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$751M as of Aug 6, 2026
Mar 12, 2021$199M then
HNW client RAUM$95.1M as of Aug 6, 2026
Mar 12, 2021$136M then
State-registered IARs (5.B.3)8 as of Aug 6, 2026
Mar 12, 20215 then
Employees (5.A)14 as of Aug 6, 2026
Mar 12, 20219 then
Private funds: no history
RAUM +34% over the last fiscal year+39% a year over threeIARs 7 to 8
Practice profile
derived from the filing of Aug 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $83.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 44derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $468,508derivedHNW RAUM over HNW clients
- Average account
- $288,512derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Wrap fee program
- $672MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$656M87%
- High-net-worth individuals$95.1M13%
- Individual clients
- 194reported
- HNW clients
- 203reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,602reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Bishop BlockiCertified Financial Planner | Pittsburgh, Pa | Jun 1, 2020 | 15 y | 1 |
| Nicklaus A StonesiferCertified Financial Planner, Chartered Financial Consultant | Pittsburgh, Pa | Jun 1, 2020 | 16 y | 1 |
| Jamison Foster Smith | Pittsburgh, Pa | May 6, 2021 | 11 y | 0 |
| Christopher M Pavcic | Pittsburgh, Pa | May 10, 2021 | 10 y | 0 |
| Benjamin RuttenbergCertified Financial Planner | Pittsburgh, Pa | Jan 12, 2022 | 12 y | 0 |
| Jordan Dyan Fediaczko | Pittsburgh, Pa | Nov 2, 2023 | 20 y | 0 |
| Drew David Deimel | Pittsburgh, Pa | Oct 7, 2025 | 19 y | 1 |
| Tyler HoustonCertified Financial Planner | Pittsburgh, Pa | Jan 20, 2026 | 14 y | 1 |
| James Stuart Ruttenberg | Pittsburgh, Pa | Mar 19, 2026 | 36 y | 0 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount2 left over 36 months
Left, latest
- Devin Sami Faddoul to Atmos Advisory, LLCOct 19, 2025 · RIA to RIA
- Stephanie G Bogden to Confluence Financial PartnersOct 22, 2024 · RIA to RIA
- Jake Gilchrist Mccracken to River'S EdgeJul 15, 2021 · RIA to RIA
- Trevor M York to River'S EdgeJul 15, 2021 · RIA to a newly registered adviser
- Quinn J. Paul Mccracken to River'S EdgeJun 4, 2021 · RIA to a newly registered adviser
Joined, latest
- Tyler Houston from Interchange Capital PartnersJan 20, 2026 · RIA to RIA
- Drew David Deimel from Hbks Wealth AdvisorsOct 7, 2025 · RIA to RIA
- Devin Sami Faddoul from Origin Investment Advisory LLCJul 8, 2024 · RIA to RIA
- Stephanie G Bogden from Newedge AdvisorsJun 4, 2022 · Affiliated broker-dealer or bank to independent RIA
- Matthew Bishop Blocki from Northwestern Mutual Investment Services,LLCJun 1, 2020 · Other
- Nicklaus A Stonesifer from Northwestern Mutual Investment Services,LLCJun 1, 2020 · Other
- Jake Gilchrist Mccracken from Northwestern Mutual Investment Services,LLCJun 1, 2020 · Other
- Trevor M York from Northwestern Mutual Investment Services,LLCJun 1, 2020 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for River'S EdgeJul 15, 2021 · Pittsburgh, Pa
- 3 joined from Northwestern Mutual Investment Services,LLCJun 2, 2020 · Pittsburgh, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bishop Matthew Blocki · Managing Member & Chief Compliance Officercontrolsince 04/2020 · owns 75% or more
- Foster Jamison Smith · Membersince 09/2022 · owns less than 5%
- A Nicklaus Stonesifer · Membersince 09/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 9 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Feb 16, 2026HNW share of RAUM moved from 79.0% to 13.0% between the annual amendments of 2025-04-29 and 2026-02-16peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 2,420 to 2,602Oct 1, 2025 to Feb 16, 2026
- Advisory employees · 7 to 8Oct 1, 2025 to Feb 16, 2026
- Corporate clients · 9 to 0Oct 1, 2025 to Feb 16, 2026
- HNW clients · 172 to 203Oct 1, 2025 to Feb 16, 2026
- Individual clients · 197 to 194Oct 1, 2025 to Feb 16, 2026
- Employees · 9 to 14Oct 1, 2025 to Feb 16, 2026
- State-registered IARs · 7 to 8Oct 1, 2025 to Feb 16, 2026
- Discretionary RAUM · $664M to $751MOct 1, 2025 to Feb 16, 2026
- HNW RAUM · $538M to $95.1MOct 1, 2025 to Feb 16, 2026
- Individual RAUM · $106M to $656MOct 1, 2025 to Feb 16, 2026
- RAUM · $664M to $751MOct 1, 2025 to Feb 16, 2026
- Accounts · 2,399 to 2,420Apr 29, 2025 to Oct 1, 2025
- Corporate clients · 3 to 9Apr 29, 2025 to Oct 1, 2025
- HNW clients · 150 to 172Apr 29, 2025 to Oct 1, 2025
- Individual clients · 218 to 197Apr 29, 2025 to Oct 1, 2025
- Assets in custody · unset to 0.0Apr 29, 2025 to Oct 1, 2025
- Financial planning clients · 0 to 0Apr 29, 2025 to Oct 1, 2025
- Discretionary RAUM · $559M to $664MApr 29, 2025 to Oct 1, 2025
- HNW RAUM · $444M to $538MApr 29, 2025 to Oct 1, 2025
- Individual RAUM · $112M to $106MApr 29, 2025 to Oct 1, 2025
- RAUM · $559M to $664MApr 29, 2025 to Oct 1, 2025
- Accounts · 1,949 to 2,399Jan 2, 2025 to Feb 25, 2025
- Advisory employees · 5 to 7Jan 2, 2025 to Feb 25, 2025
- Corporate clients · 0 to 3Jan 2, 2025 to Feb 25, 2025
- HNW clients · 76 to 150Jan 2, 2025 to Feb 25, 2025
- Individual clients · 229 to 218Jan 2, 2025 to Feb 25, 2025
- State-registered IARs · 5 to 7Jan 2, 2025 to Feb 25, 2025
- Discretionary RAUM · $408M to $559MJan 2, 2025 to Feb 25, 2025
- HNW RAUM · $297M to $444MJan 2, 2025 to Feb 25, 2025
- Individual RAUM · $111M to $112MJan 2, 2025 to Feb 25, 2025
- RAUM · $408M to $559MJan 2, 2025 to Feb 25, 2025
- Accounts · 1,706 to 1,949May 17, 2023 to Mar 2, 2024
- Individual clients · 227 to 229May 17, 2023 to Mar 2, 2024
- Discretionary RAUM · $277M to $408MMay 17, 2023 to Mar 2, 2024
- HNW RAUM · $187M to $297MMay 17, 2023 to Mar 2, 2024
- Individual RAUM · $90.1M to $111MMay 17, 2023 to Mar 2, 2024
- RAUM · $277M to $408MMay 17, 2023 to Mar 2, 2024
- Wrap assets (manager) · $248M to $0May 17, 2023 to Mar 2, 2024
- Accounts · 424 to 1,706Dec 6, 2022 to Feb 26, 2023
- HNW clients · 63 to 76Dec 6, 2022 to Feb 26, 2023
Signals
10 dated events
- Devin Sami Faddoul left Ewa, Llc for Atmos Advisory, Llc (registered 2025-11-11)Oct 19, 2025 · Advisor changed firm · fact
- Ewa, Llc reported RAUM $559.0M, up 37% from $408.1M (2025-01-02 to 2025-02-25)Feb 25, 2025 · RAUM change · derived
- Stephanie G Bogden left Ewa, Llc for Confluence Financial Partners (registered 2024-11-18)Oct 22, 2024 · Advisor changed firm · fact
- G Stephanie Bogden (Chief Operating Officer, Chief Compliance Officer & Member) no longer on Schedule A of Ewa, Llc (listed 2024-09-18, absent 2024-10-09)Oct 9, 2024 · Control person left · inference
- Ewa, Llc reported RAUM $408.1M, up 48% from $276.6M (2023-05-17 to 2024-03-02)Mar 2, 2024 · RAUM change · derived
- G Stephanie Bogden (Chief Operating Officer & Chief Compliance Officer) appeared on Schedule A of Ewa, LlcJun 3, 2022 · Control person joined · fact
- H Grace Holt (Chief Operations Officer & Chief Compliance Officer) no longer on Schedule A of Ewa, Llc (listed 2022-04-20, absent 2022-06-03)Jun 3, 2022 · Control person left · inference
- Gilchrist Jake Mccracken (Manager) no longer on Schedule A of Ewa, Llc (listed 2020-12-09, absent 2021-03-12)Mar 12, 2021 · Control person left · inference
- M Trevor York (Chief Compliance Officer) no longer on Schedule A of Ewa, Llc (listed 2020-12-09, absent 2021-03-12)Mar 12, 2021 · Control person left · inference
- Ewa, Llc filed its initial SEC registration (Form ADV)Apr 27, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 412-991-1385reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 814-299-9612reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/equilibrium-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ewa-llc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (412) 288-2363reportedpublic record, Form ADV, Aug 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $83.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026