# PIN WEALTH, LLC

PIN WEALTH, LLC of NORTH READING, MA is an SEC-registered investment adviser.

## Registration

- CRD: 316919
- Type: SEC-registered investment adviser
- SEC file number: 801-122713
- Location: 348 PARK STREET, SUITE 107, NORTH READING, MA, 01864
- Phone: 781-239-1187
- Latest filing: 2024-05-01
- Regulatory AUM: $83.5M
- Discretionary AUM: $83.5M
- Clients: 2
- Accounts: 491

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Wilson Michael | FOUNDING PARTNER/CCO | Vancouver, A1 |
| SWAYZE ASHLEIGH COOPER | CCO; MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| LAZZARA Miranda Jean | FOUNDING PARTNER | — |
| KNECHTLE DAVID ANDERSON | FOUNDING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316919/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316919/similar
- Related entities: https://search.stillhousedata.com/firm/316919/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316919

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.