Pedicord Wealth Management, LLC

RIAState Registered

Total AUM

$85.6M

Discretionary

$85.6M

100% of AUM

Avg account

$484K

Accounts

177

Employees

Advisory reps

Firm details

Headquarters: Rocklin, California
CRD number: 314931
Registered since: July 12, 2021
Website: www.yourwealthlife.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.73%
Individuals23.98%
Pension & Profit Sharing Plans14.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pedicord Wealth Management, LLC is a California-based independent registered investment adviser structured as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that sources outside managers in addition to managing client portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars/workshops. Pedicord charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and operates as a state-registered adviser in California rather than a multi-state or national adviser.