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PIONEER WEALTH MANAGEMENT GROUP
Legal name: PIONEER WEALTH MANAGEMENT GROUP, INC
CRD 133429File 801-120285
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$399.2M
Below cohort median (national)
Discretionary AUM
$399.1M
Non-discretionary $91K
Clients
499
1,658 accounts
Employees
11
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 23, 2021
- Principal office
- 800 W 5TH ST UNIT 100-B, AUSTIN, TX, 78703
- Phone
- 512-334-6800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $399.2M
- Discretionary AUM
- $399.1M
- Non-discretionary AUM
- $91K
- Discretionary accounts
- 1,647
- Non-discretionary accounts
- 11
- Total accounts
- 1,658
- AUM per client
- $800K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $160.7M |
| Individuals (other than high net worth individuals) | 453 | $238.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.