PYN Wealth Management LLC

Overview

PYN Wealth Management LLC is a small, owner-operated advisory firm that manages discretionary portfolios for both individual and institutional clients. The firm functions as a capital allocator and provides direct portfolio management for individuals and small businesses, and it also hires or selects third-party advisers when needed. Its fee model is asset-based, and the firm does not position itself as an active ESG investor. Investment practice centers on liquid equity exposure delivered through separately managed accounts and exchange-listed instruments. Given the firm’s size and service mix, the emphasis appears to be on customized equity solutions and delegated access to specialized managers where appropriate rather than running a broad suite of in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices