# PIVOTAL WEALTH AND TAX

PIVOTAL WEALTH AND TAX of PRESTON, MN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 321023
- Type: SEC-registered investment adviser
- Location: 141 FILLMORE ST W, PRESTON, MN, 55965
- Phone: 507-458-3897
- Latest filing: 2026-03-31
- Regulatory AUM: $17.4M
- Discretionary AUM: $17.4M
- Clients: 4
- Accounts: 317

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321023/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321023/similar
- Related entities: https://search.stillhousedata.com/firm/321023/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321023

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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.