PIN WEALTH, LLC
Legal name: PIN WEALTH
CRD #316919 SEC #801-122713 NORTH READING, MA 781-239-1187
SEC Registered
Total AUM
$83.5M
Discretionary
$83.5M
Employees
2
Clients
0
Accounts
491
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWAYZE, ASHLEIGH, COOPER | I | MANAGING MEMBER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CCO | NA | |
| SWAYZE, ASHLEIGH, COOPER | I | MANAGING MEMBER/CCO | E | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | D | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | D | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | D | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | D | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| KNECHTLE, DAVID, ANDERSON | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, MIRANDA, JEAN | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| LAZZARA, Miranda, Jean | I | FOUNDING PARTNER | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
| WILSON, JOSHUA, MICHAEL | I | FOUNDING PARTNER/CCO | C | Control |
Registrations
Federal
IA
May 1, 2024 REGISTERED
Notice Filings (16)
AK CA CO CT FL LA MA NC NH NJ NY OH PA RI TX VT
Address
348 PARK STREETSUITE 107
NORTH READING, MA 01864
United States
Phone: 781-239-1187