PENDLETON FINANCIAL WEALTH MANAGEMENT
Raleigh, United States · CRD 325303
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$160.0m
- Main clients (by assets)Pension plans 44%, High net worth individuals 42%, Individuals 12%
- Websitependletonfinancial.com
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions
- Others nearbyRaleigh, NC
As an employer
- Staff (Form ADV)4 · 1 in investment roles
- Offices in1 country