P
CRD: 147352
Pettibone Wealth Management, LLC
Hannibal, MO, 63401
5732215622
$32.5M Total AUM
$32.5M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2008
- Office Locations
- 1
Office Locations
2801d St. Mary's Avenue Hannibal MO
About Pettibone Wealth Management, LLC
Pettibone Wealth Management, LLC is a Hannibal-based RIA. The firm has been operating for 18 years. Managing $32.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
51 AVG AGE
$16.3M AVG AUM / ADVISOR
$739.6K AVG AUM / CLIENT
18.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Optima Focus
Investment Themes
Zenith insight Zenith
Investment Vehicles
Signal
Services
Value focus Quantum North meridian Beacon Capital harbor
Owner & Executives
A
ALBERT WELLS PETTIBONE JR
Chief Compliance Officer, Investment Advisor Representative, Managing Member, Principal
- CRD
- #1579800
- Ownership
- 75% or more
(830) 753-5150
zenith.quantum@horizoncapital.com
in linkedin.com/in/focus-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,542,694 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,542,694 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,542,694
Public Funds:
15.5% Equity - Exchange:
45.5% Cash:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $258,490,395 | 15.5% |
| Equity - Exchange | $758,794,385 | 45.5% |
| Cash | $650,395,187 | 39.0% |
| Total | $1,667,679,967 | 100.0% |