Paceline Wealth Management, LLC

Overview

Paceline Wealth Management, LLC is an independent registered investment adviser focused on serving individuals, families and small-business owners. The firm primarily provides discretionary portfolio management and financial planning, operating with a fee menu that includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Investment activity centers on pooled public investment vehicles—mutual funds and similar public funds—used as the core of client portfolios, supplemented by selective allocations to third‑party alternative managers. The firm is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant; it is owned by an individual and maintains a boutique scale intended for personalized service.

Assets & Accounts

Investments & Alternatives

Location & Offices