Pegasus Wealth Management

Overview

Pegasus Wealth Management is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services. The firm runs a fee model that combines a percentage of assets under management with fixed fees, and it operates as an owner-led limited liability company. Investment activity is centered on equities and exchange-traded instruments, with a clear preference for liquid, publicly traded exposure as the dominant component of client portfolios. Advisory work is delivered on a non-discretionary basis, which suggests clients retain final trade authority while the firm provides model construction, asset allocation and ongoing rebalancing recommendations. The firm maintains industry relationships with accountants, an insurance company and a real estate broker; those ties inform the firm’s use of insurance products and direct or third-party real estate allocations. Pegasus also includes annuities and corporate debt in client solutions, indicating they blend yield-oriented instruments with equity growth allocations. Alternative investments are an explicit part of the toolkit, with allocations across several real asset and private credit strategies used to diversify income and reduce correlation to public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices