PEDICORD WEALTH MANAGEMENT, LLC

PEDICORD WEALTH MANAGEMENT, LLC of ROCKLIN, CA is an SEC-registered investment adviser (CRD 314931). Regulatory assets under management: $85.6M.

Registration

• CRD: 314931
• SEC file number: 801-121740
• Type: Registered investment adviser
• Location: 6520 LONETREE BLVD, ROCKLIN, CA, 95765
• Phone: 916-596-6433
• Latest filing: 2026-03-20
• Regulatory AUM: $85.6M
• Discretionary AUM: $85.6M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314931 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search