Pioneer Wealth Management Group, Inc
● SEC registered since 2021CRD 133429SEC# 801-120285Austin, TX
Reg. AUM
$399.2M
Employees
11
Accounts
1,658
Location
Austin, TX
Pioneer Wealth Management Group, Inc assets under management
Pioneer Wealth Management Group, Inc is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2021. It reports $399.2 million in regulatory assets under management and employs 11 people.
Pioneer Wealth Management Group, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Janusz Cyndecki | Senior Wealth Advisor | 10-25% | 2011 |
| Daphne Lenore Jordan | Senior Wealth Advisor | 10-25% | 2017 |
| Ian Libardo Tennant | Senior Wealth Advisor | 10-25% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Pioneer Wealth Management Group, Inc manage?
Pioneer Wealth Management Group, Inc reports $399.2 million in regulatory assets under management on its Form ADV.
How many employees does Pioneer Wealth Management Group, Inc have?
Pioneer Wealth Management Group, Inc reports 11 employees.
Where is Pioneer Wealth Management Group, Inc located?
Pioneer Wealth Management Group, Inc is based in Austin, TX and has been SEC-registered since 2021.
Does Pioneer Wealth Management Group, Inc disclose fund performance?
Pioneer Wealth Management Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 W 5th St Unit 100-B, Austin, TX 78703 |
| Phone | 512-334-6800 |
| Fax | 866-537-9403 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$399.2M▲ 46%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$399.2Mregulatory AUM
Discretionary $399.1MNon-discretionary $91K