PIONEER WEALTH MANAGEMENT GROUP, INC
Legal name: PIONEER WEALTH MANAGEMENT GROUP
CRD #133429 SEC #801-120285 AUSTIN, TX 512-334-6800
SEC Registered
Total AUM
$273.7M
Discretionary
$240.4M
Employees
11
Clients
--
Accounts
1,618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $273.7M | $240.4M | $33.3M | 11 | 126 |
| Mar 2025 | $273.7M | $240.4M | $33.3M | 11 | 126 |
| Feb 2024 | $214.8M | $214.8M | $0 | 8 | 145 |
| May 2023 | $160.8M | $155.7M | $5.1M | 8 | 145 |
| Apr 2023 | $160.8M | $155.7M | $5.1M | 8 | 145 |
| Mar 2023 | $160.8M | $155.7M | $5.1M | 8 | 145 |
| Feb 2023 | $160.8M | $155.7M | $5.1M | 8 | 145 |
| Dec 2022 | $155M | $154M | $1M | 9 | 0 |
| Sep 2022 | $155M | $154M | $1M | 9 | 420 |
| Jul 2022 | $155M | $154M | $1M | 9 | 420 |
| Jun 2022 | $155M | $154M | $1M | 9 | 420 |
| Apr 2022 | $155M | $154M | $1M | 9 | 340 |
| Jun 2021 | $115M | $114M | $1M | 7 | 280 |
| Feb 2021 | $115M | $114M | $1M | 7 | 280 |
| Feb 2021 | $115M | $114M | $1M | 7 | 280 |
| Jan 2021 | $111M | $110M | $1M | 7 | 280 |
DateNov 2025
Total AUM$273.7M
Discretionary$240.4M
Non-Disc.$33.3M
Employees11
Clients126
DateMar 2025
Total AUM$273.7M
Discretionary$240.4M
Non-Disc.$33.3M
Employees11
Clients126
DateFeb 2024
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees8
Clients145
DateMay 2023
Total AUM$160.8M
Discretionary$155.7M
Non-Disc.$5.1M
Employees8
Clients145
DateApr 2023
Total AUM$160.8M
Discretionary$155.7M
Non-Disc.$5.1M
Employees8
Clients145
DateMar 2023
Total AUM$160.8M
Discretionary$155.7M
Non-Disc.$5.1M
Employees8
Clients145
DateFeb 2023
Total AUM$160.8M
Discretionary$155.7M
Non-Disc.$5.1M
Employees8
Clients145
DateDec 2022
Total AUM$155M
Discretionary$154M
Non-Disc.$1M
Employees9
Clients0
DateSep 2022
Total AUM$155M
Discretionary$154M
Non-Disc.$1M
Employees9
Clients420
DateJul 2022
Total AUM$155M
Discretionary$154M
Non-Disc.$1M
Employees9
Clients420
DateJun 2022
Total AUM$155M
Discretionary$154M
Non-Disc.$1M
Employees9
Clients420
DateApr 2022
Total AUM$155M
Discretionary$154M
Non-Disc.$1M
Employees9
Clients340
DateJun 2021
Total AUM$115M
Discretionary$114M
Non-Disc.$1M
Employees7
Clients280
DateFeb 2021
Total AUM$115M
Discretionary$114M
Non-Disc.$1M
Employees7
Clients280
DateFeb 2021
Total AUM$115M
Discretionary$114M
Non-Disc.$1M
Employees7
Clients280
DateJan 2021
Total AUM$111M
Discretionary$110M
Non-Disc.$1M
Employees7
Clients280