Overview
Assets Under Management: $254 million
Headquarters: ITASCA, IL
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
PENDULUM WEALTH PARTNERS 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 #335762), PENDULUM WEALTH PARTNERS is subject to fiduciary duty under federal law.
PENDULUM WEALTH PARTNERS is headquartered in ITASCA, IL.
PENDULUM WEALTH PARTNERS serves 84 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, PENDULUM WEALTH PARTNERS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PENDULUM WEALTH PARTNERS manages $254 million in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, PENDULUM WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,087
Discretionary Accounts: 3,087
Regulatory Filings
CRD Number: 335762
Filing ID: 2029105
Last Filing Date: 2025-12-03 09:28:13
Website: 1