Pioneer Wealth Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 5, 2026, reports $399M in regulatory assets under management, 11 employee, 3 offices, and 1,658 accounts.
Assets Under Management
$399M
Employees
11
Offices
3 offices
Total Clients
499
Primary office
AUSTIN, TX
800 W 5TH ST UNIT 100-B, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.8% of total clients.
Top client categories% of clientsClients
1
Individuals
90.8%
453
2
HNWI
9.2%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of February 5, 2026
Discretionary100.0%
$399M
100% of total RAUM100.0%
Non-discretionary0.0%
$91K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$399M
Total Accounts1,658
10Y AUM Change+$284M (+247.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee45:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.