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Pioneer Wealth Management Group CRD 133429
$399M regulatory AUM 148 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 W 5Th St Unit 100-B, Austin, TX 78703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
Albuquerque, NM • United States
800 W 5Th St Unit 100-B, Austin, TX 78703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 02/2018 | 08/2022 |
| University Of New Mexico | Albuquerque | NM | 08/2015 | 12/2017 |
| Thornburg Investment Management | Santa Fe | NM | 08/2016 | 12/2016 |
| Kestra Investment Services, Llc | Austin | TX | 09/2022 | 12/2023 |
| Unemployed | Austin | TX | 01/2024 | 03/2024 |
| Pioneer Wealth Management Group | Austin | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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