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PYN WEALTH MANAGEMENT LLC
CRD 327667
210 S. RIDGE ST., BRECKENRIDGE, CO, 80424, United States
Phone
970-409-4009
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.8M
Team
1 total employees; 1 advisory reps; 34 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $3.2M |
| High net worth individuals | 1 | $1.5M |
| Corporations/business entities | 2 | $103K |
All web addresses on file
Official SEC filing: View on IAPD