P
CRD: 331948
Pennant Wealth Management LLC
Avon, OH
4403063837
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
-- Avon OH
About Pennant Wealth Management LLC
Pennant Wealth Management LLC is a Avon-based RIA. The firm has been operating for 1 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
39 AVG AGE
$3.3M AVG AUM / ADVISOR
$143.3K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Ridge wave
Investment Themes
Vertex capital Focus vector Timber capital Catalyst summit
Investment Vehicles
Summit foundation
Services
Beacon quantum Optima signal Matrix Frontier element Momentum prime Catalyst timber
Owner & Executives
Robert Joseph Pearce
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6825431
- Ownership
- 75% or more
(379) 841-6394
matrix.crest@valuecapital.com
in linkedin.com/in/fusion-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,295,079 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,295,079 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,295,079
Equity - Exchange:
30.9% U.S. Government/Agency:
41.7% Cash:
13.3% Public Funds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,856,367,014 | 30.9% |
| U.S. Government/Agency | $2,505,194,320 | 41.7% |
| Cash | $799,018,812 | 13.3% |
| Public Funds | $847,080,094 | 14.1% |
| Total | $6,007,660,240 | 100.0% |