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Pascal Wealth Advisors, LLC (North Andover)


Pascal Wealth Advisors, LLC is a large advisory firm based in North Andover. It manages $40.36 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.

Pascal Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pascal Wealth Advisors: assets under management

The assets under management (AUM) of Pascal Wealth Advisors, LLC is $40.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pascal Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Salvatore Andronico Partner 1 Jul 1998 25% - 50% 4874023
Carl Joseph Famiglietti Managing partner 1 Jun 2003 25% - 50% 4874022

Based in North Andover

The principal office where Pascal Wealth Advisors, LLC performs its advisory services is located at 793 Turnpike Street, North Andover, MA 01845, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-687-5869 or by fax 978-685-2333. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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