← Directory
PENDULUM WEALTH PARTNERS
Legal name: EJMK VENTURES LLC
CRD 335762File 801-132537
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$282.8M
Below cohort median (national)
Discretionary AUM
$282.8M
Clients
274
927 accounts
Employees
13
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 25, 2025
- Principal office
- 500 PARK BLVD, STE 1400, ITASCA, IL, 60143
- Phone
- 630-861-6143
- Website
- http://www.pendulum.partners
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $282.8M
- Discretionary AUM
- $282.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 927
- Non-discretionary accounts
- 0
- Total accounts
- 927
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $173K |
| High net worth individuals | 102 | $210.4M |
| Pension and profit sharing plans | 7 | $4.0M |
| Individuals (other than high net worth individuals) | 165 | $68.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 227 | 274 | increased by47 |
| Apr 1, 2026 | AUM | $254,387,315 | $282,822,771 | increased by$28,435,456 |
| Apr 1, 2026 | Accounts | 3,087 | 927 | decreased by2,160 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 11 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $254,387,315 | increased by$254,387,315 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 3,087 | increased by3,087 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PENDULUM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PENDULUM 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.