PACELINE WEALTH MANAGEMENT, LLC

PACELINE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 291403). Regulatory assets under management: $18.9M.

Registration

• CRD: 291403
• Type: Registered investment adviser
• Phone: (617) 440-7442
• Latest filing: 2026-02-26
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search