PENDLETON FINANCIAL, LLC
Legal name: PENDLETON FINANCIAL WEALTH MANAGEMENT
CRD #325303 SEC #801-127988 RALEIGH, NC 919-781-4167
SEC Registered
Total AUM
$141.9M
Discretionary
$141.9M
Employees
4
Clients
101
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $141.9M | $141.9M | $0 | 4 | 0 |
| Mar 2024 | $110.5M | $110.5M | $0 | 1 | 0 |
| Mar 2024 | $110.5M | $110.5M | $0 | 1 | 0 |
| Sep 2023 | $102.8M | $102.8M | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0