PENNANT WEALTH MANAGEMENT LLC

PENNANT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 331948). Regulatory assets under management: $3.3M.

Registration

• CRD: 331948
• Type: Registered investment adviser
• Phone: 440-306-3837
• Latest filing: 2026-03-10
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331948 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search