PENDULUM WEALTH PARTNERS

Overview

Pendulum Wealth Partners is an independent registered investment adviser operating as a limited liability company that focuses on fee-based wealth management for individuals, families and select institutional clients. The firm acts as a capital allocator and combines financial planning with portfolio management and the selection of third‑party advisers. Its fee model mixes percentage of AUM with fixed fees, which supports both ongoing investment management relationships and stand‑alone planning engagements. Pendulum does not position itself as an active ESG investor and maintains a single‑state registration profile. Investment activity shows a clear tilt toward equities as the primary execution vehicle. The firm favors exchange‑traded equities for core exposure, while relying on third‑party managers for certain alternative strategies. Given the mix of services and the stated activities, Pendulum appears to use a portfolio construction approach that blends managed SMAs and pooled funds with selected external managers to achieve return and diversification targets for individual and small business clients.

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