Matthew Blocki
EWA · Pittsburgh, Pennsylvania
Matthew Blocki is a fee-only financial advisor at EWA in Pittsburgh, Pennsylvania, who holds the CFP credential. EWA reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EWA |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $750.7M across 2,602 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, PA, TX · CRD 5673060 |
| Exams passed | Series 66 (2011) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/412vinc8fpdnfax0dtmqzb |
How Matthew's firm compares
- EWA's average account is about $289,000, from its Form ADV (assets managed divided by 2,602 accounts).
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Questions about Matthew
Is Matthew Blocki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and EWA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, EWA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Blocki based?
Matthew Blocki is based in Pittsburgh, Pennsylvania.
What credentials does Matthew Blocki hold?
Matthew Blocki holds the CFP credential.
Is Matthew Blocki registered with the SEC?
Yes. Matthew Blocki is registered as an investment adviser representative in NH, PA and TX (CRD 5673060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EWA manage?
EWA reports $750.7M across 2,602 accounts in assets under management.
How do I contact Matthew Blocki?
Through Matthew's website, open.spotify.com/show/412vinc8fpdnfax0dtmqzb.
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
- 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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