Where are PWA Financial employees located globally?

PWA Financial has employees across 2 continents and 2 countries including Ireland, United States Of America.

How has PWA Financial's team size changed over time?

PWA Financial's team has decreased from approximately 7 to 6 employees based on available data.

PWA Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

PWA Financial is a financial services company based in Yardley, Pennsylvania, founded in January 2013 by Michael D. Carlucci and Kenneth C. Coniglio. The firm emphasizes providing financial services while adhering to traditional Modern Portfolio Theory principles, indicating a focus on established investment concepts. It serves clients seeking standard investment guidance and portfolio management rooted in classical theory. Located in Pennsylvania, the company operates with a small team and positions itself within the financial services industry as a practitioner oriented toward conventional asset allocation and risk management approaches. A recent development noted is the company’s ongoing operation from its Newtown-area base, reflecting its regional presence in the mid-Atlantic financial services landscape.

PWA Financial Global Highlights

North America
10

United States Of America
10

Europe
1

Ireland
1

PWA Financial's Leadership

C. M.
Strategic Partner
Mobile Phone
Email

PWA Financial Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Administrative
Analytics
Other

Contact profiles from PWA Financial

Name

Title

Contact

Location

Last Update

C. M.
Strategic Partner
Mobile Phone
Email
May 25, 2023

Frequently Asked Questions

What is PWA Financial known for?

PWA Financial was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-215-710-****

. Explore PWA Financial's company overview page for more information.

What is PWA Financial's most common email format?

PWA Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PWA Financial email formats with LeadIQ.

How many employees does PWA Financial have currently?

PWA Financial has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PWA Financial's key employees and leadership?

As of August 2026, PWA Financial's key employees include:

Strategic Partner: C. M.

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PWA Financial Employee Directory

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