Pace Wealth Advisors

Overview

Pace Wealth Advisors is an independent, owner-operated registered investment adviser focused on serving individual and family clients. The firm’s advisory mix centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers for clients. Fee arrangements are flexible — Pace Wealth Advisors charges percentage-of-AUM fees and also offers hourly and fixed-fee engagements — which supports both ongoing portfolio relationships and project-based planning work. Investment preference is equity‑centric. Public, exchange‑traded securities form the core of managed assets, and the firm uses separate managed accounts alongside pooled vehicles such as mutual funds. Pace Wealth Advisors also acts as a capital allocator when appropriate, sourcing third‑party managers and niche exposures to fill client needs rather than relying solely on in‑house strategies. The firm is not positioned as an ESG investor and is not a multi‑state adviser. Pace Wealth Advisors maintains an industry affiliation with an insurance company, indicating access to insurance solutions as part of client planning and wealth transfer conversations. Advisory activities emphasize customization for individuals and small businesses rather than institutional pension consulting or family‑office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices