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PECUSAVVY FINANCIAL
PECUSAVVY FINANCIAL, LLC
CRD 339768 · SEC 801-135270
1214 MONTANA AVE, EL PASO, TX, 79902, United States
Phone
(915) 944-1850
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.3M |
| High net worth individuals | 6 | $6.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD