PEDICORD WEALTH MANAGEMENT, LLC
CRD #314931 SEC #801-121740 ROCKLIN, CA 916-596-6433
SEC Registered
Total AUM
$97.4M
Discretionary
$92.8M
Employees
2
Clients
0
Accounts
188
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
| PEDICORD, DAWN, CHRISTINA | I | MANAGING MEMBER & CCO | E | Control |
Registrations
Federal
IA
Dec 10, 2021 REGISTERED
Notice Filings (1)
CA
Address
6520 LONETREE BLVDSUITE 124
ROCKLIN, CA 95765
United States
Phone: 916-596-6433