AdvizorPro

Pendleton Financial Wealth Management

Pendleton Financial Wealth Management. CRD 325303

Pendleton Financial Wealth Management logo

CRD: 325303

Pendleton Financial Wealth Management

Raleigh, NC, 27608
9197814167
www.pendletonfinancial.com
$160.0M Total AUM
$160.0M Disc. AUM
-- 3Y CAGR
4 Employees
143 ADV. Clients
3 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Ascensus · Charles Schwab & Company · Pershing · SEI
Clients
Retail and Institutional
Platforms
RidgeQuantum vertex
Established Date
05-15-2023
Office Locations
1

Office Locations

2607 Oberlin Road Suite 100 Raleigh NC

About Pendleton Financial Wealth Management

Pendleton Financial Wealth Management is an SEC-registered, Raleigh-based fiduciary RIA providing comprehensive financial planning and primarily fee-based investment management for retirees, pre-retirees, business leaders/owners, and retirement plans. The team builds long-term, diversified, cost-efficient portfolios and advises on tax strategies, estate and insurance planning. Clients can custody and access accounts via Charles Schwab (including Schwab Advisor Network referrals).

Team overview

-- AVG AGE
$160.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

Premium access reveals conviction themes in vertex capital.
Upgrade to reveal position-level detail across matrix vector.
Unlock to compare peer behavior around foundation insight.
Open the full profile to inspect shifts in insight vector.
Request access to benchmark trends tied to eagle.
Open the full profile to inspect shifts in focus peak.
Request access to benchmark trends tied to pathway.
Upgrade to reveal position-level detail across catalyst foundation.

Asset Classes

Ember harbor Crest Insight Frontier radial Oak

Client Personas

Element foundation Eagle Ridge Vital oak

Custodian

Value legacy Optima Summit prime Legacy Focus pioneer Catalyst Beacon Quantum Vertex Alpha crest Signal harbor Frontier catalyst

Investment Themes

Legacy Timber Glacier legacy Quantum catalyst

Investment Vehicles

Meridian glacier Capital meridian

Platform

Timber atlas Glacier North zenith

Services

Fusion ember Peak Prime Beacon Quantum Glacier fusion Bridge legacy Pathway Matrix meridian Pioneer harbor Catalyst radial

Technology

Oak ridge Quantum wave

Owner & Executives

GRAY ELLIS PENDLETON

GRAY ELLIS PENDLETON

Chief Compliance Officer, Chief Executive Officer, Financial Planner, Managing Member, President

CRD
#5968190
Ownership
75% or more
(988) 256-5482
harbor.summit@bridgecapital.com
in linkedin.com/in/catalyst-ridge

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-01-2023
03-25-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $160,032,334 $438,445
Non-Discretionary $0 --
Total $160,032,334 $438,445

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $160,032,334

$160.0M Total SMA
Public Funds:
29.6%
Cash:
15.7%
Equity - Exchange:
24.6%
Private Funds:
21.2%
U.S. Government/Agency:
8.9%
Asset class Assets Assets %
Public Funds $1,372,721,565 29.6%
Cash $728,098,938 15.7%
Equity - Exchange $1,140,842,923 24.6%
Private Funds $983,165,445 21.2%
U.S. Government/Agency $412,743,985 8.9%
Total $4,637,572,856 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform