PENDLETON FINANCIAL WEALTH MANAGEMENT

2607 Oberlin Road
Suite 100
Raleigh, North Carolina 27608
Tel: 919-781-4167

About PENDLETON FINANCIAL WEALTH MANAGEMENT

PENDLETON FINANCIAL WEALTH MANAGEMENT, formally registered with the SEC as PENDLETON FINANCIAL WEALTH MANAGEMENT. The firm was established in 05/15/2023. They have over 1 offices throughout the country.

PENDLETON FINANCIAL WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $110,483,348 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325303
SEC#	801-127988
Assets Managed by Firm	$110,483,348
No. of Clients	284
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	284	$110,483,348
Individuals (other than high net worth individuals)	36	$7,287,742
High net worth individuals	64	$49,311,091
Pension and profit sharing plans	11	$51,855,149
Corporations or other businesses	2	$2,029,366

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