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PIONEER FAMILY OFFICE, LLC
CRD 142856File 801-116725
APPROVED
Retail clients
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$956.8M
Above cohort median (national)
Discretionary AUM
$956.8M
Clients
170
297 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 2019
- Principal office
- 3323 NE 163RD ST., SUITE 604, NORTH MIAMI BEACH, FL, 33160
- Phone
- 305-935-5502
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $956.8M
- Discretionary AUM
- $956.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 297
- Non-discretionary accounts
- 0
- Total accounts
- 297
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 70 | $715.7M |
| High net worth individuals | 60 | $218.3M |
| Individuals (other than high net worth individuals) | 40 | $22.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MINIMUM ACCOUNT CHARGE
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- No
- 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.