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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital pathwayRadial north
- Established Date
- 04-25-2025
- Office Locations
- 1
Office Locations
About Pendulum Wealth Partners
Pendulum Partners integrates strategic wealth management with CPA & tax advisory, providing family-office style coordination for individuals, families, and business owners navigating major transitions. Investment implementation commonly uses ETFs and mutual funds, with client access through the Charles Schwab portal—appealing for teams that want planning and tax execution under one advisory model.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
MATTHEW KERRY MC WHERTER
Chief Compliance Officer, PARTNER
- CRD
- #5142155
- Ownership
- Less than 5%
THOMAS ALLAN PARKER
Managing Partner, PARTNER
- CRD
- #6239027
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ALISON LEIGH BRANDT
--
- CRD
- #2876957
SHAWN L KENNEDY
--
- CRD
- #4197128
Pathway oak
Insight capital
- CRD
- #69388
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,822,771 | $305,095 |
| Non-Discretionary | $0 | -- |
| Total | $282,822,771 | $305,095 |
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Separately Managed Accounts
Total SMA Asset: $282,822,771
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $740,638,700 | 20.6% |
| Public Funds | $859,284,705 | 23.9% |
| Cash | $675,922,697 | 18.8% |
| Other | $657,946,029 | 18.3% |
| Private Funds | $661,541,362 | 18.4% |
| Total | $3,595,333,493 | 100.0% |