PYN WEALTH MANAGEMENT LLC

PYN WEALTH MANAGEMENT LLC of BRECKENRIDGE, CO is an SEC-registered investment adviser (CRD 327667). Regulatory assets under management: $4.8M.

Registration

• CRD: 327667
• Type: Registered investment adviser
• Location: 210 S. RIDGE ST., BRECKENRIDGE, CO, 80424
• Phone: 970-409-4009
• Latest filing: 2026-03-30
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search