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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 Oct 1, 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
- Website
- HTTP://PIONEERWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 442 | 499 | increased by57 |
| Mar 1, 2026 | AUM | $273,652,645 | $399,224,017 | increased by$125,571,372 |
| Mar 1, 2026 | Accounts | 1,618 | 1,658 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 420 | 442 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $155,000,000 | $273,652,645 | increased by$118,652,645 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,005 | 1,618 | increased by613 |
| Oct 1, 2022 | Custody | No | Yes | |
| Jul 1, 2022 | Clients | 340 | 420 | increased by80 |
| May 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2022 | Clients | 280 | 340 | increased by60 |
| May 1, 2022 | AUM | $115,000,000 | $155,000,000 | increased by$40,000,000 |
| May 1, 2022 | Accounts | 865 | 1,005 | increased by140 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PIONEER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PIONEER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.