$85.6M Total AUM
$85.6M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
4 yrs Firm Age
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- Custodian
- Assetmark · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- EmberPioneer zenith +more
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
6520 Lonetree Blvd Suite 124 Rocklin CA
About Pedicord Wealth Management, LLC
Pedicord Wealth Management is a Rocklin, CA RIA focused on comprehensive wealth and financial planning, including portfolio construction, tax and retirement planning, and insurance guidance. The firm serves individuals and entrepreneurs, using ETFs, mutual funds, and fixed income within an asset-allocation and risk-management framework. Custody relationships include SEI and LPL Financial.
Team overview
53 AVG AGE
$85.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Momentum summit Signal Catalyst timber
Client Personas
Beacon bridge
Custodian
Peak Wave Optima ember Element Harbor value
Investment Themes
Insight Vital Momentum vertex
Investment Vehicles
Catalyst Insight prime
Services
Pathway glacier Element crest Summit wave Pathway matrix Vertex pathway Pioneer Value eagle
Technology
Wave value Matrix timber Beacon focus
Owner & Executives
DAWN CHRISTINA PEDICORD
CERTIFIED FINANCIAL PLANNER , Chief Compliance Officer, Managing Member
- CRD
- #3193741
- Ownership
- 75% or more
(474) 274-9046
meridian.meridian@ridgecapital.com
in linkedin.com/in/wave-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,589,312 | $504,244 |
| Non-Discretionary | $0 | $1,158,672 |
| Total | $85,589,312 | $518,168 |
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Separately Managed Accounts
Total SMA Asset: $85,589,312
Public Funds:
15.4% Equity - Exchange:
10.3% Cash:
24.5% Municipal Bonds:
19.2% U.S. Government/Agency:
9.7% Corporate - Investment Grade:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,036,970,551 | 15.4% |
| Equity - Exchange | $693,558,226 | 10.3% |
| Cash | $1,649,725,877 | 24.5% |
| Municipal Bonds | $1,292,846,402 | 19.2% |
| U.S. Government/Agency | $653,156,776 | 9.7% |
| Corporate - Investment Grade | $1,407,317,177 | 20.9% |
| Total | $6,733,575,009 | 100.0% |