Overview
Assets Under Management: $160 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 52
Average Client Assets: $1.3 million
Frequently Asked Questions
PENDLETON FINANCIAL WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325303), PENDLETON FINANCIAL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PENDLETON FINANCIAL WEALTH MANAGEMENT is headquartered in RALEIGH, NC.
PENDLETON FINANCIAL WEALTH MANAGEMENT serves 52 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PENDLETON FINANCIAL WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PENDLETON FINANCIAL WEALTH MANAGEMENT manages $160 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PENDLETON FINANCIAL WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.16%
Average Client Assets: $1.3 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 325303
Filing ID: 2086940
Last Filing Date: 2026-03-31 17:22:11