Drew D. Deimel

EWA

Erie, PA 16507

Some features on this profile are disabled

CRD#: 6296697

Professional summary

Drew David Deimel, who also goes by Drew Deimel, is a registered financial advisor currently at EWA, LLC located in Erie, Pennsylvania.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Drew has worked at 3 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Deimel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) HBK SORCE INSURANCE; INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD, OH 44406; INSURANCE AGENCY; AGENT; 12/2013; 160 HRS/MO; 160 HRS/MO DURING TRADING; INSURANCE AGENT (2) KAHKWA COUNTRY CLUB; NON- INVESTMENT RELATED, 3300 KAHKWA CLUB ROAD, ERIE PA 16506; COUNTRY CLUB; BOARD MEMBER; 02/2021; 0 HRS/MO; 0 HRS/MO DURING TRADING; BOARD MEMBER (3) CAR TO CAR CARE. NON-INVESTEMENT RELATED. 4334 PRESTWICK DR, ERIE, PA 16506. OWNER. 05/2007. 10 HRS/MO. 0 HRS DURING TRADING. OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew David Deimel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 7, 2025 - Present

EWA, LLC

Office #1: 100 State Street Suite 440, Erie, PA 16507

RIA

CRD#: 308977

Erie, PA

Past

November 16, 2016 - September 5, 2025

HBKS WEALTH ADVISORS

RIA

CRD#: 112139

Erie, PA

Past

July 28, 2015 - October 7, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ERIE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EWA, LLC

EQUILIBRIUM WEALTH ADVISORS | EWA, LLC | EWA

CRD#: 308977 / SEC#: 801-118806

RIA

Registered Investment Advisory firm - (5/28/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/7/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/28/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EWA, LLC

EQUILIBRIUM WEALTH ADVISORS | EWA, LLC | EWA

CRD#: 308977 / SEC#: 801-118806

RIA

Registered Investment Advisory firm - (5/28/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

381 Mansfield Ave Suite 200 A & B, Pittsburgh, PA 15220

Mailing Address

Phone number

(412) 288-2363

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE BROCHURE WITH APPENDIX 1 (WRAP FEE PROGRAM) (10/1/2025)

Regulatory assets under management

Total Number of Accounts	2,420
AUM (Assets Under Management)	$ 664,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Philippe Tann

MORGAN STANLEY & CO. LLC

NEW YORK, NY

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Tylor Balson

STIFEL, NICOLAUS & COMPANY, INCORPORATED

ST LOUIS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Drew D. Deimel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew David Deimel's CRS (Customer Relationship Summary).

Certified licenses

Experience

EWA, LLC

HBKS WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

EWA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2016

SIE

Date: 10/7/2015

Series 6

Date: 7/28/2015

Current Firm

EWA, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EWA, LLC

TRUST BUT VERIFY

Similar Advisors