PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
Doing business as PACTOLUS. SEC Form ADV profile.
Total regulatory AUM
$187,843,313
Discretionary
$116,783,215
Non-discretionary
$71,060,098
Firm details
- CRD number
- 155195
- SEC file number
- 801-71915
- Main office
- VIENNA, VA, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions Performance-based
As of November 2026.