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PANTHEON WEALTH PLANNING
CRD 166825
1798 TECHNOLOGY DRIVE, SUITE 200, SAN JOSE, CA, 95110, United States
Phone
408-404-8282
Fax
408-404-8200
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 2 advisory reps; 41 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $0 |
| Corporations/business entities | 15 | $0 |
All web addresses on file
Official SEC filing: View on IAPD