PANTHEON WEALTH PLANNING

PANTHEON WEALTH PLANNING of SAN JOSE, CA is an SEC-registered investment adviser (CRD 166825).

Registration

• CRD: 166825
• Type: Registered investment adviser
• Location: 1798 TECHNOLOGY DRIVE, SAN JOSE, CA, 95110
• Phone: 408-404-8282
• Latest filing: 2026-02-19
• Clients: 6

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search