Overview
Assets Under Management: $274 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
PIONEER WEALTH MANAGEMENT GROUP 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 #133429), PIONEER WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
PIONEER WEALTH MANAGEMENT GROUP is headquartered in AUSTIN, TX.
PIONEER WEALTH MANAGEMENT GROUP serves 46 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, PIONEER WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PIONEER WEALTH MANAGEMENT GROUP manages $274 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, PIONEER WEALTH MANAGEMENT GROUP 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
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,618
Discretionary Accounts: 1,462
Non-Discretionary Accounts: 156
Regulatory Filings
CRD Number: 133429
Filing ID: 2029431
Last Filing Date: 2025-11-21 17:13:21
Website: 3