PENDLETON FINANCIAL, LLC
Doing business as PENDLETON FINANCIAL WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$160,032,334
Discretionary
$160,032,334
Non-discretionary
$0
Firm details
- CRD number
- 325303
- SEC file number
- 801-127988
- Main office
- RALEIGH, NC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.