Hedge Fund Database

PIONEER WEALTH MANAGEMENT GROUP

PIONEER WEALTH MANAGEMENT GROUP, INC Legal Name

Adviser information for PIONEER WEALTH MANAGEMENT GROUP last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,195 $214.8M
Non-Discretionary 0 $0
Total 1,195 $214.8M

Clients

Type Number RAUM
Individuals 396 $115.4M
HNW Individuals 46 $99.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 145
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesRESEARCH/CONSULTATION SERVICES AVAILABLE IF CLIENT PREFERS IN LIEU OF A STAND-ALONE FINANCIAL PLAN.
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120285
SEC ERA File Number 801-120285
SEC CIK Numbers 1973339
SEC CRD Numbers 133429
Legal Entity Identifier None

Principal Office

800 W 5TH ST UNIT 100-B
AUSTIN
TX
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 512-334-6800, Fax: 866-537-9403

Websites

www.instagram.com/pioneerwealth/ www.facebook.com/pioneerwealth/ www.linkedin.com/company/pioneer-wealth-management-group www.youtube.com/@pioneerwealth3158 pioneerwealth.com twitter.com/pioneerwealth?lang=en

Chief Compliance Officer

NICOLE RENAUX
800 W 5TH ST UNIT 100-B
AUSTIN
TX
United States
Tel: 5123346800
Fax: 8665379403
(Full email address available in API data)

Regulatory Contact

MILAD TAGHEHCHIAN
800 W 5TH ST UNIT 100-B
AUSTIN
TX
United States
Tel: 5123346800
Fax: 8665379403
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TAGHEHCHIAN, MILAD Individual – CHIEF EXECUTIVE OFFICER 11/2004 > 75%
Renaux, Nicole, Marie Individual – CHIEF COMPLIANCE OFFICER 04/2022 < 5%

No. Employees, Historic

1050202120222023202420257 on 1/8/20217 on 2/16/20217 on 2/22/20217 on 6/15/20219 on 4/29/20229 on 6/14/20229 on 7/1/20229 on 9/20/20229 on 12/14/20228 on 2/9/20238 on 3/17/20238 on 4/26/20238 on 5/19/20238 on 2/16/2024

RAUM, Historic

300M150M020212022202320242025111000000 on 1/8/2021115000000 on 2/16/2021115000000 on 2/22/2021115000000 on 6/15/2021155000000 on 4/29/2022155000000 on 6/14/2022155000000 on 7/1/2022155000000 on 9/20/2022155000000 on 12/14/2022160812162 on 2/9/2023160812162 on 3/17/2023160812162 on 4/26/2023160812162 on 5/19/2023214811994 on 2/16/2024

No. Clients, Historic

500250020212022202320242025280 on 1/8/2021280 on 2/16/2021280 on 2/22/2021280 on 6/15/2021340 on 4/29/2022420 on 6/14/2022420 on 7/1/2022420 on 9/20/2022420 on 12/14/2022322 on 2/9/2023322 on 3/17/2023322 on 4/26/2023322 on 5/19/2023442 on 2/16/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
CORTEVA INC COM 239K 4K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 9M 222K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 11M 413K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 26M 862K –
DIMENSIONAL ETF TRUST SHORT DURATION F 5M 106K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 37M 989K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 60K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 6M 95K –
DIMENSIONAL ETF TRUST US TARGETED VLU 5M 92K –
DOW INC COM 238K 4K –
DUPONT DE NEMOURS INC COM 281K 3K –
EXXON MOBIL CORP COM 214K 2K –
GLOBAL X FDS S&P 500 CATHOLIC 227K 3K –
HOME DEPOT INC COM 382K 1K –
ISHARES TR EAFE SML CP ETF 270K 4K –
ISHARES TR ESG AW MSCI EAFE 2M 23K –
ISHARES TR ESG AWR MSCI USA 2M 14K –
ISHARES TR TRS FLT RT BD 1M 21K –
NUSHARES ETF TR NUVEEN ESG EMRGN 1M 38K –
NUSHARES ETF TR NUVEEN ESG SMLCP 1M 26K –
SALESFORCE INC COM 429K 2K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 108K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 78K –
SCHWAB STRATEGIC TR US AGGREGATE B 15M 332K –
SCHWAB STRATEGIC TR US REIT ETF 10M 490K –
SPDR SER TR BLOOMBERG 1-3 MO 543K 6K –
VANGUARD BD INDEX FDS SHORT TRM BOND 13M 170K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 563K 8K –
VANGUARD INDEX FDS LARGE CAP ETF 4M 16K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 17K –
VANGUARD INDEX FDS S&P 500 ETF SHS 927K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 7K –
VANGUARD INDEX FDS SMALL CP ETF 2M 7K –
VANGUARD INDEX FDS TOTAL STK MKT 435K 2K –
VANGUARD INDEX FDS VALUE ETF 4M 24K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 641K 11K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 380K 9K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 8M 99K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 11M 148K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 454K 9K –