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Pioneer Wealth Management Group, Inc

● SEC registered since 2021CRD 133429SEC# 801-120285Austin, TX
Export (members)
Reg. AUM
$273.7M
Employees
11
Accounts
1,618
Location
Austin, TX

Pioneer Wealth Management Group, Inc assets under management

Pioneer Wealth Management Group, Inc is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2021. It reports $273.7 million in regulatory assets under management and employs 11 people.

Pioneer Wealth Management Group, Inc owners & executives

5 reported
NameTitleOwnershipSince
Christopher Janusz CyndeckiSenior Wealth Advisor10-25%2011
Daphne Lenore JordanSenior Wealth Advisor10-25%2017
Ian Libardo TennantSenior Wealth Advisor10-25%2012
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Frequently asked questions

How much does Pioneer Wealth Management Group, Inc manage?

Pioneer Wealth Management Group, Inc reports $273.7 million in regulatory assets under management on its Form ADV.

How many employees does Pioneer Wealth Management Group, Inc have?

Pioneer Wealth Management Group, Inc reports 11 employees.

Where is Pioneer Wealth Management Group, Inc located?

Pioneer Wealth Management Group, Inc is based in Austin, TX and has been SEC-registered since 2021.

Does Pioneer Wealth Management Group, Inc disclose fund performance?

Pioneer Wealth Management Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 W 5th St Unit 100-B, Austin, TX 78703
Phone512-334-6800
Fax866-537-9403
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$240.4M
Non-discretionary$33.3M
Total (RAUM)$273.7M