Edward Cwalina
Horse Cove Partners · Center Valley, Pennsylvania
Edward Cwalina is a fee-only financial advisor at Horse Cove Partners in Center Valley, Pennsylvania. Horse Cove Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Early-career professionals
Facts
| Firm | Horse Cove Partners |
|---|---|
| Based in | Center Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.6M across 54 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1123493 |
| Exams passed | Series 63 (1985) · Series 65 (1999) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.horsecovepartners.com |
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Questions about Edward
Is Edward Cwalina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Horse Cove Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Horse Cove Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Cwalina based?
Edward Cwalina is based in Center Valley, Pennsylvania.
Is Edward Cwalina registered with the SEC?
Yes. Edward Cwalina is registered as an investment adviser representative in PA (CRD 1123493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Horse Cove Partners manage?
Horse Cove Partners reports $106.6M across 54 accounts in assets under management.
How do I contact Edward Cwalina?
Through Edward's website, www.horsecovepartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Horse Cove Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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