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PACTOLUS
Legal name: PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195File 801-71915
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.