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| Pioneer Wealth Management Group Inc
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|---|---|
| CRD # | 133429 |
| SEC # | 801-120285 |
| CIK # | 0001973339 |
| AUM | 399.2 M (2026-02-05) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 512-334-6800 |
| Address | 800 W 5th St Unit 100B Austin, TX 78703 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Nvidia Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 453 | 238.5 |
| (b) Individuals (high net worth individuals) | 46 | 160.7 |
| (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 | 1,658 | 399.2 |
| By Discretionary | ||
| Discretionary | 1,647 | 399.1 |
| Non-Discretionary | 11 | 0.1 |
| Total | 1,658 | 399.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.2 | |
| Total | 1,658 | 399.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973339] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 148 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CornerStone Financial Planning LLC
✚
|
NH | 400.7 M |
|
Noble Wealth Management PBC
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|
CO | 400.5 M |
|
Burns Matteson Capital Management LLC
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|
NY | 400.4 M |
|
Ticino Wealth LLC
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|
CA | 400.2 M |
|
Keyes Stange & Wooten Wealth Management LLC
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|
FL | 400.1 M |
|
Waterford Advisors LLC
✚
|
NY | 399.1 M |
|
Stonecrest Advisors Inc
✚
|
TX | 398.8 M |
|
Bankoh Investment Services Inc
✚
|
HI | 398.5 M |
|
Mighty Oak Strong America Investment Company
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|
PA | 398.4 M |
|
Prometheus Capital Management Corp
✚
|
PA | 397.8 M |