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PACTOLUS
Legal name: PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195File 801-71915
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$187.8M
Bottom 25% of cohort (national)
Discretionary AUM
$116.8M
Non-discretionary $71.1M
Clients
307
447 accounts
Employees
17
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 22, 2010
- Principal office
- 8614 WESTWOOD CENTER DRIVE, SUITE 620, VIENNA, VA, 22182
- Phone
- 571-297-6364
- Website
- https://pactolus.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.8M
- Discretionary AUM
- $116.8M
- Non-discretionary AUM
- $71.1M
- Discretionary accounts
- 302
- Non-discretionary accounts
- 145
- Total accounts
- 447
- AUM per client
- $612K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 302 | $115.8M |
| Pooled investment vehicles | 5 | $72.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2026 | Clients | 211 | 307 | increased by96 |
| Apr 1, 2026 | AUM | $182,552,022 | $187,843,313 | increased by$5,291,291 |
| Apr 1, 2026 | Accounts | 315 | 447 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 211 | decreased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $266,386,525 | $182,552,022 | decreased by$83,834,503 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 341 | 315 | decreased by26 |
| Apr 1, 2022 | Clients | 87 | 268 | increased by181 |
| Apr 1, 2022 | AUM | $248,666,132 | $266,386,525 | increased by$17,720,393 |
| Apr 1, 2022 | Accounts | 383 | 341 | decreased by42 |
| 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 “PACTOLUS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACTOLUS” 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.