PEDICORD WEALTH MANAGEMENT, LLC

Overview

Pedicord Wealth Management, LLC is an independent registered investment adviser that positions itself as a hands-on wealth manager and capital allocator for individuals, families and select institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, runs educational seminars and workshops, and acts as a selector of third‑party advisers when clients need access to external managers or specialty strategies. Pedicord charges a mix of percentage‑of‑AUM fees along with hourly and fixed fees for planning or project work. Investment activity centers on traditional public mutual funds and pooled vehicles as the core sleeve of client portfolios, supplemented by allocations to outside managers for alternative exposure. The firm is not an active ESG investor and is organized as a limited liability company under individual ownership. Pedicord became SEC‑registered in 2021 and operates as a single‑state adviser rather than a multi‑state platform.

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Location & Offices