Pendulum Wealth Partners
Pendulum Wealth Partners is an SEC-registered wealth manager in Itasca, IL with $282.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pendulum Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335762, SEC 801-132537, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $282.8M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Itasca, IL
- Employees
- 13
- Clients
- 274
- CRD
- 335762
- Ownership
- PARKER, THOMAS, ALLAN; T2 ADVISORS, P.C.; MC WHERTER, MATTHEW, KERRY; MOSAIC HOLDINGS LLC; FOURTUNATE LEGACY
How much AUM does Pendulum Wealth Partners have?
Pendulum Wealth Partners reported $282.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Pendulum Wealth Partners?
Disclosed owners and executives of Pendulum Wealth Partners include PARKER, THOMAS, ALLAN, T2 ADVISORS, P.C., MC WHERTER, MATTHEW, KERRY, MOSAIC HOLDINGS LLC, FOURTUNATE LEGACY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.