PENDLETON FINANCIAL WEALTH MANAGEMENT

PENDLETON FINANCIAL WEALTH MANAGEMENT of RALEIGH, NC is an SEC-registered investment adviser (CRD 325303). Regulatory assets under management: $160.0M.

Registration

• CRD: 325303
• SEC file number: 801-127988
• Type: Registered investment adviser
• Location: 2607 OBERLIN ROAD, RALEIGH, NC, 27608
• Phone: 919-781-4167
• Latest filing: 2026-03-31
• Regulatory AUM: $160.0M
• Discretionary AUM: $160.0M
• Clients: 4
• Accounts: 365

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325303 on SEC IAPD (source of record)
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