PETTIBONE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$32.5M

Discretionary

$32.5M

100% of AUM

Avg account

$332K

Accounts

Employees

Advisory reps

Firm details

Headquarters: HANNIBAL, Missouri
CRD number: 147352
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.73%
Individuals20.27%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Pettibone Wealth Management, LLC is a small, owner-run advisory firm that manages discretionary portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and offers portfolio management for both individual and institutional clients, selection of third‑party advisers and publishes client communications. Investment activity emphasizes liquid, exchange‑traded exposures as the primary building blocks of client portfolios while reserving a portion of capital for non‑liquid alternatives through third‑party managers. The firm is not an active ESG investor.