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PENDLETON FINANCIAL WEALTH MANAGEMENT
PENDLETON FINANCIAL, LLC
CRD 325303 · SEC 801-127988
2607 OBERLIN ROAD, SUITE 100, RALEIGH, NC, 27608, United States
Phone
919-781-4167
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.0M
Discretionary AUM
$160.0M
Team
4 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $19.1M |
| High net worth individuals | 52 | $67.5M |
| Pension/profit sharing plans | 13 | $69.9M |
| Corporations/business entities | 2 | $3.6M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD