Pioneer Wealth Management Group
Pioneer Wealth Management Group is an SEC-registered mass-market adviser in Austin, TX with $399.2M assets under management (AUM, regulatory AUM), +86% over one year. See who owns Pioneer Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133429, SEC 801-120285, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $399.2M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 11
- Clients
- 499
- CRD
- 133429
- Ownership
- TAGHEHCHIAN, MILAD; Renaux, Nicole, Marie; JORDAN, DAPHNE, LENORE; TENNANT, IAN, LIBARDO; CYNDECKI, CHRISTOPHER, JANUSZ
How much AUM does Pioneer Wealth Management Group have?
Pioneer Wealth Management Group reported $399.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Pioneer Wealth Management Group?
Disclosed owners and executives of Pioneer Wealth Management Group include TAGHEHCHIAN, MILAD, Renaux, Nicole, Marie, JORDAN, DAPHNE, LENORE, TENNANT, IAN, LIBARDO, CYNDECKI, CHRISTOPHER, JANUSZ. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.