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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2005
- Office Locations
- 3
Office Locations
About Pioneer Wealth Management Group
Pioneer Wealth Management Group is a fee-only, fiduciary RIA serving individuals and families since 2004. The team provides comprehensive financial planning alongside ongoing investment management and life-event planning, backed by CFP/CPA/CFA and related credentials. Portfolios appear ETF-centric, and Schwab is a primary custodian—useful for product and platform alignment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MILAD TAGHEHCHIAN
Chief Executive Officer, Financial Advisor
- CRD
- #4549369
- Ownership
- 50% but less than 75%
CHRISTOPHER JANUSZ CYNDECKI
Senior Wealth Advisor, Wealth Advisor
- CRD
- #6205906
- Ownership
- 10% but less than 25%
Element vertex
Vital wave
- CRD
- #97340
- Ownership
- 29.4%
Showing 2 of 5 owners & executives
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April Busby
Wealth Advisor
- CRD
- #7380180
Anthony John Guzman
Wealth Advisor
- CRD
- #7163808
Crest harbor
Atlas harbor quantum
- CRD
- #92979
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,132,978 | $242,339 |
| Non-Discretionary | $91,039 | $8,276 |
| Total | $399,224,017 | $240,787 |
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Separately Managed Accounts
Total SMA Asset: $399,224,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $971,334,275 | 40.9% |
| Public Funds | $410,857,774 | 17.3% |
| Cash | $992,708,379 | 41.8% |
| Total | $2,374,900,428 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EMBER | MERIDIAN VITAL | YNTWRIW9T | AFAD | 10.94% | $55,125,459 |
| MATRIX EAGLE MATRIX | FOUNDATION FOCUS | 8E07TA630 | NNGWY | 3.44% | $118,160,485 |
| DELTA ZENITH | MATRIX SUMMIT | T57PV1V9X | KMBGB | 4.09% | $49,647,861 |
| WAVE OAK CAPITAL | ELEMENT RADIAL | F56BJIP1L | VQHC | 6.11% | $44,538,704 |
| MATRIX HORIZON | ATLAS PATHWAY | BYF55EFA6 | DFHZ | 6.87% | $37,015,259 |
| FRONTIER DELTA PEAK | PRIME ALPHA | GRRSY36MH | HTA | 1.81% | $20,533,652 |
| FOCUS VITAL | EAGLE INSIGHT | CQ4MVBUYO | PPKA | 10.52% | $103,503,387 |
| MERIDIAN HORIZON | GLACIER FUSION | 09678O0ZC | CVLP | 12.06% | $51,260,411 |