Pendleton Financial Wealth Management
Pendleton Financial Wealth Management is an SEC-registered wealth manager in Raleigh, NC with $160.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Pendleton Financial Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325303, SEC 801-127988, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $160.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 4
- Clients
- 143
- CRD
- 325303
- Ownership
- PENDLETON, GRAY, ELLIS
How much AUM does Pendleton Financial Wealth Management have?
Pendleton Financial Wealth Management reported $160.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Pendleton Financial Wealth Management?
Disclosed owners and executives of Pendleton Financial Wealth Management include PENDLETON, GRAY, ELLIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.