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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2018
- Office Locations
- 1
Office Locations
About Paceline Wealth Management, LLC
Paceline Wealth Management provides fiduciary financial and retirement planning and investment management for tech and biotech executives, business owners, physicians, and other planning-focused households. The firm specializes in complex decisions such as equity compensation (stock options/RSUs) and business owner exit planning, delivering concierge-level service to clients in the Boston area and nationwide remotely. Founder Jeremy Bohne brings institutional portfolio-management experience; accounts can be custodied at Charles Schwab.
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JEREMY BARRETT BOHNE
Chief Compliance Officer, Principal
- CRD
- #4861459
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,911,238 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,911,238 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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