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PIONEER WEALTH MANAGEMENT GROUP

PIONEER WEALTH MANAGEMENT GROUP, INC

CRD 133429 · SEC 801-120285

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800 W 5TH ST UNIT 100-B, AUSTIN, TX, 78703, United States

Phone

512-334-6800

Fax

866-537-9403

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$399.2M

Discretionary AUM

$399.1M

Team

11 total employees; 9 advisory reps; 148 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals453$238.5M
High net worth individuals46$160.7M

States served

CA, CO, LA, NM, NY, NC, OR, TN, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD