PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
Legal name: PACTOLUS
CRD #155195 SEC #801-71915 VIENNA, VA 571-297-6364
SEC Registered Broker-Dealer Private Funds
Total AUM
$182.6M
Discretionary
$110.2M
Employees
15
Clients
51
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $182.6M | $110.2M | $72.4M | 15 | 0 |
| Jul 2025 | $182.6M | $110.2M | $72.4M | 15 | 0 |
| Mar 2025 | $182.6M | $110.2M | $72.4M | 15 | 0 |
| Sep 2024 | $185.8M | $100.3M | $85.5M | 13 | 0 |
| Jun 2024 | $185.8M | $100.3M | $85.5M | 13 | 0 |
| Mar 2024 | $185.8M | $100.3M | $85.5M | 13 | 0 |
| Jan 2024 | $180.2M | $84.8M | $95.5M | 14 | 0 |
| Mar 2023 | $180.2M | $84.8M | $95.5M | 14 | 0 |
| Mar 2023 | $180.2M | $84.8M | $95.5M | 14 | 0 |
| Nov 2022 | $266.4M | $174.8M | $91.6M | 13 | 0 |
| Mar 2022 | $266.4M | $174.8M | $91.6M | 13 | 0 |
| Feb 2022 | $248.7M | $155.1M | $93.6M | 13 | 0 |
| Jun 2021 | $248.7M | $155.1M | $93.6M | 13 | 0 |
| Mar 2021 | $248.7M | $155.1M | $93.6M | 13 | 0 |
| Jun 2020 | $285.1M | $189.9M | $95.2M | 14 | 0 |
| May 2020 | $285.1M | $189.9M | $95.2M | 14 | 0 |
| Mar 2020 | $285.1M | $189.9M | $95.2M | 14 | 0 |
| Oct 2019 | $300.4M | $202.6M | $97.8M | 10 | 0 |
| Jul 2019 | $300.4M | $202.6M | $97.8M | 10 | 0 |
| Apr 2019 | $300.4M | $202.6M | $97.8M | 10 | 0 |
| Mar 2019 | $300.4M | $202.6M | $97.8M | 10 | 0 |
| Jul 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| Jul 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| Jul 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| Jun 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| May 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| Mar 2018 | $341.7M | $201.1M | $140.7M | 13 | 0 |
| Apr 2017 | $355.3M | $246.3M | $109.1M | 14 | 26 |
| Aug 2016 | $399.3M | $345.2M | $54.1M | 7 | 26 |
| Aug 2016 | $399.3M | $345.2M | $54.1M | 7 | 26 |
| Mar 2016 | $399.3M | $345.2M | $54.1M | 7 | 26 |
| May 2015 | $339.4M | $269.2M | $70.2M | 7 | 26 |
| Mar 2015 | $339.4M | $269.2M | $70.2M | 7 | 26 |
| Nov 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Oct 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Sep 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Jun 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| May 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Mar 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Mar 2014 | $377.4M | $377.4M | $0 | 7 | 26 |
| Dec 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Sep 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Jul 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Jul 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Apr 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Feb 2013 | $297.1M | $297.1M | $0 | 5 | 26 |
| Feb 2013 | $227M | $227M | $0 | 5 | 26 |
| Feb 2013 | $227M | $227M | $0 | 5 | 26 |
| Jan 2013 | $227M | $227M | $0 | 5 | 26 |
| Dec 2012 | $227M | $227M | $0 | 5 | 26 |
| Dec 2012 | $227M | $227M | $0 | 5 | 0 |
| Dec 2012 | $227M | $227M | $0 | 5 | 0 |
| Oct 2012 | $227M | $227M | $0 | 1 | 0 |
| Sep 2012 | $227M | $227M | $0 | 1 | 0 |
| Jul 2012 | $227M | $227M | $0 | 1 | 0 |
| Jun 2012 | $227M | $227M | $0 | 1 | 0 |
| Mar 2012 | $227M | $227M | $0 | 1 | 0 |
| Jan 2012 | $199.3M | $199.3M | $0 | 1 | 0 |
| Jul 2011 | $199.3M | $199.3M | $0 | 5 | -- |
| Apr 2011 | $199.3M | $199.3M | $0 | 5 | -- |
| Mar 2011 | $199.3M | $199.3M | $0 | 5 | -- |
| Feb 2011 | $94M | $94M | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$182.6M
Discretionary$110.2M
Non-Disc.$72.4M
Employees15
Clients0
DateJul 2025
Total AUM$182.6M
Discretionary$110.2M
Non-Disc.$72.4M
Employees15
Clients0
DateMar 2025
Total AUM$182.6M
Discretionary$110.2M
Non-Disc.$72.4M
Employees15
Clients0
DateSep 2024
Total AUM$185.8M
Discretionary$100.3M
Non-Disc.$85.5M
Employees13
Clients0
DateJun 2024
Total AUM$185.8M
Discretionary$100.3M
Non-Disc.$85.5M
Employees13
Clients0
DateMar 2024
Total AUM$185.8M
Discretionary$100.3M
Non-Disc.$85.5M
Employees13
Clients0
DateJan 2024
Total AUM$180.2M
Discretionary$84.8M
Non-Disc.$95.5M
Employees14
Clients0
DateMar 2023
Total AUM$180.2M
Discretionary$84.8M
Non-Disc.$95.5M
Employees14
Clients0
DateMar 2023
Total AUM$180.2M
Discretionary$84.8M
Non-Disc.$95.5M
Employees14
Clients0
DateNov 2022
Total AUM$266.4M
Discretionary$174.8M
Non-Disc.$91.6M
Employees13
Clients0
DateMar 2022
Total AUM$266.4M
Discretionary$174.8M
Non-Disc.$91.6M
Employees13
Clients0
DateFeb 2022
Total AUM$248.7M
Discretionary$155.1M
Non-Disc.$93.6M
Employees13
Clients0
DateJun 2021
Total AUM$248.7M
Discretionary$155.1M
Non-Disc.$93.6M
Employees13
Clients0
DateMar 2021
Total AUM$248.7M
Discretionary$155.1M
Non-Disc.$93.6M
Employees13
Clients0
DateJun 2020
Total AUM$285.1M
Discretionary$189.9M
Non-Disc.$95.2M
Employees14
Clients0
DateMay 2020
Total AUM$285.1M
Discretionary$189.9M
Non-Disc.$95.2M
Employees14
Clients0
DateMar 2020
Total AUM$285.1M
Discretionary$189.9M
Non-Disc.$95.2M
Employees14
Clients0
DateOct 2019
Total AUM$300.4M
Discretionary$202.6M
Non-Disc.$97.8M
Employees10
Clients0
DateJul 2019
Total AUM$300.4M
Discretionary$202.6M
Non-Disc.$97.8M
Employees10
Clients0
DateApr 2019
Total AUM$300.4M
Discretionary$202.6M
Non-Disc.$97.8M
Employees10
Clients0
DateMar 2019
Total AUM$300.4M
Discretionary$202.6M
Non-Disc.$97.8M
Employees10
Clients0
DateJul 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateJul 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateJul 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateJun 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateMay 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateMar 2018
Total AUM$341.7M
Discretionary$201.1M
Non-Disc.$140.7M
Employees13
Clients0
DateApr 2017
Total AUM$355.3M
Discretionary$246.3M
Non-Disc.$109.1M
Employees14
Clients26
DateAug 2016
Total AUM$399.3M
Discretionary$345.2M
Non-Disc.$54.1M
Employees7
Clients26
DateAug 2016
Total AUM$399.3M
Discretionary$345.2M
Non-Disc.$54.1M
Employees7
Clients26
DateMar 2016
Total AUM$399.3M
Discretionary$345.2M
Non-Disc.$54.1M
Employees7
Clients26
DateMay 2015
Total AUM$339.4M
Discretionary$269.2M
Non-Disc.$70.2M
Employees7
Clients26
DateMar 2015
Total AUM$339.4M
Discretionary$269.2M
Non-Disc.$70.2M
Employees7
Clients26
DateNov 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateOct 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateSep 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateJun 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateMay 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees7
Clients26
DateDec 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateJul 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateJul 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients26
DateJan 2013
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients26
DateDec 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients26
DateDec 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients0
DateDec 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients0
DateOct 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients0
DateSep 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients0
DateJul 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients0
DateJun 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees1
Clients0
DateJul 2011
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--