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| Keyboard |
| Pento Portfolio Strategies LLC
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|---|---|
| CRD # | 159217 |
| SEC # | 801-121261 |
| CIK # | |
| AUM | 237.3 M (2026-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-772-9500 |
| Address | 999 Vanderbilt Beach Rd, Suite 200 Naples, FL 34108 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 17.1 |
| (b) Individuals (high net worth individuals) | 766 | 220.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 874 | 237.3 |
| By Discretionary | ||
| Discretionary | 874 | 237.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 874 | 237.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 236.1 | |
| Total | 874 | 237.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goldenstone Wealth Management LLC
✚
|
CA | 238.3 M |
|
Sector Analysts LLC
✚
|
PA | 238.2 M |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 237.6 M |
|
Everest Wealth Management LLC
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|
KS | 237.4 M |
|
Leicht Financial Planning and Wealth Management Inc
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NJ | 237.4 M |
|
Fort Vancouver Investment Management LLC
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|
WA | 237.1 M |
|
Minerva Planning Group Inc
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|
GA | 236.9 M |
|
A3 Capital Advisors LLC
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|
TX | 236.8 M |
|
Springvest Wealth Management LLC
✚
|
TX | 236.6 M |
|
Level Wealth Management LLC
✚
|
NC | 236.5 M |