Paceline Wealth Management, LLC
RIAState Registered
Total AUM
$18.9M
Discretionary
$18.9M
100% of AUM
Avg account
$364K
Accounts
52
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291403
- Website
- www.pacelinewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.89%
- Individuals26.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paceline Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm charges fees using a mix of AUM-based percentages, hourly rates, and fixed-fee arrangements. Paceline does not identify as an active ESG investor, is not positioned as a multi-state advisory platform, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities40%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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