Best Investors
Account
Sign in
Best Investors
Account
Sign in
Pyn Wealth Management LLC CRD 327667
$4.76M regulatory AUM 34 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
210 S. Ridge St., Breckenridge, CO 80424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zidel Financial, Inc. | Frisco | CO | 04/2016 | 09/2023 |
| Pyn Wealth Management, Llc | Breckenridge | CO | 07/2023 | Present |
Breckenridge Grand Vacations: not investment-related; Breckenridge CO; Hospitality; Bartender; February 2024; 40 hours per month; 0 hours during securities trading; Bartending
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-17 |
Reach out to this advisor