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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2023
- Office Locations
- 1
Office Locations
About PYN Wealth Management LLC
Pyn Wealth Management LLC is a Colorado-registered RIA providing fiduciary investment management and personalized financial planning for individuals and families, including retirement and estate-planning coordination. Led by Andria Pyn (Series 65; industry since 2016), the firm builds long-term portfolios—often using ETFs—and collaborates with clients’ CPAs/attorneys rather than offering tax preparation. Intro meetings available by video call.
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Investment Themes
Investment Vehicles
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Owner & Executives
Andria Renee Pyn
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6639890
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,757,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,757,785 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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