Pennant Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 331948
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals96.57%
- HNWI3.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pennant Wealth Management LLC is a small, independent RIA that focuses on individual and family clients and positions itself as a capital allocator. The firm emphasizes equity-based portfolios and is an active ESG investor, indicating that environmental, social and governance factors are considered in security selection or fund choices. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers, which suggests a blend of hands-on portfolio construction and the use of third-party managers where appropriate. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — allowing the firm to work with clients at different wealth stages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds21%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Robert Pearce
CEOCRD 6825431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations