Falists
← Back to search

PACTOLUS

PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

CRD 155195 · SEC 801-71915

Visit website

8614 WESTWOOD CENTER DRIVE, SUITE 620, VIENNA, VA, 22182, United States

Phone

571-297-6364

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$187.8M

Discretionary AUM

$116.8M

Team

17 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals302$115.8M
Pooled investment vehicles5$72.0M

States served

CA, MD, NY, TN, VA, TX

All web addresses on file

Official SEC filing: View on IAPD