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PELION INVESTMENT ADVISORS, INC.
CRD 138400 · SEC 801-66276
2915 N. BOULEVARD, SUITE A, TAMPA, FL, 33602, United States
Phone
917-639-5451
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.6M
Discretionary AUM
$54.5M
Team
3 total employees; 2 advisory reps; 51 broker-dealer reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.4M |
| High net worth individuals | 29 | $58.1M |
| Pension/profit sharing plans | 1 | $665K |
| Charitable organizations | 1 | $416K |
All web addresses on file
Official SEC filing: View on IAPD