Wealth manager, independent · Austin, TX
Pioneer Wealth Management Group
Pioneer Wealth Management Group, Inc · SEC-registered investment adviser · CRD 133429 · SEC 801-120285
At a glance
Pioneer Wealth Management Group is an SEC-registered investment adviser based in Austin, Texas, with $399 million in regulatory assets under management as of its Form ADV filed February 5, 2026. Its largest client group by assets is individuals, and it reports 499 individual clients. By Form ADV it is a wealth manager, ranked 3,490th of 8,915 wealth managers and 8,799th of 17,210 SEC-registered advisers by assets.
Main office 512-334-6800pioneerwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $399M
- Rank among wealth managers
- #3,490 of 8,915
- Rank among all SEC RIAs
- #8,799 of 17,210
- Rank in Texas
- #584 of 1,081
- Individual clients
- 499
- High-net-worth clients
- 46
- Accounts
- 1,658
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 4
Owners and executives on its Form ADV
- Milad TaghehchianChief Executive Officer
- Nicole M. RenauxChief Compliance Officer
- Christopher J. CyndeckiSenior Wealth Advisor
- Ian L. TennantSenior Wealth Advisor
- Daphne L. JordanSenior Wealth Advisor
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 453 | $238M | 60% |
| High-net-worth individuals | 46 | $161M | 40% |
Disciplinary disclosures
Pioneer Wealth Management Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pioneerwealth.com ↗
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The full record on Pioneer Wealth Management Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 6,031 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Pioneer Wealth Management Group manage?
Pioneer Wealth Management Group reports $399 million in regulatory assets under management across 1,658 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 5, 2026.
What kind of firm is Pioneer Wealth Management Group?
Pioneer Wealth Management Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pioneer Wealth Management Group’s clients?
By assets, its largest client types are individuals ($238 million, 453 clients); high-net-worth individuals ($161 million, 46 clients).
Does Pioneer Wealth Management Group have any disciplinary history?
Pioneer Wealth Management Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pioneer Wealth Management Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →