Pioneer Wealth Management Group
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 133429
- Registered since
- February 23, 2021
- Website
- www.pioneerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals59.74%
- HNWI40.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pioneer Wealth Management Group is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm focuses on serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing model combines percentage-of-AUM fees with hourly and fixed-fee arrangements. Pioneer signals an interest in ESG considerations, identifying itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
Contacts
3 of 11
Christopher Cyndecki
PartnerCRD 6205906
Ian Tennant
PartnerCRD 6229211
Nicole Renaux
PartnerCRD 6751043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$418M in ETFs
43%
$179M
57%
$238M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $93.9M | 1,792,680 | 22.48% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 800 W 5th St
- Time zone
- CT (UTC-6)
- Office locations
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