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 registered investment adviser that came under SEC registration in 2021 and is owned by an individual. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model includes a percentage-of-AUM charge alongside hourly and fixed-fee arrangements. Pioneer identifies as an active ESG investor and does not present itself as a capital allocator to third‑party managers.
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 10
Christopher Cyndecki
PartnerCRD 6205906
Angella Welcome
Wealth Advisor AssociateCRD 6458898
Anthony Guzman
Wealth AdvisorCRD 7163808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$409M in ETFs
41%
$168M
59%
$241M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $89M | 1,722,295 | 21.78% |
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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