Pento Portfolio Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 3, 2026, reports $237M in regulatory assets under management, 3 employees, and 874 accounts.
Assets Under Management
$237M
Employees
3
Offices
--
Total Clients
874
Primary office
NAPLES, FL
999 VANDERBILT BEACH RD, SUITE 200, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Subscription fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.6% of total clients.
Top client categories% of clientsClients
1
HNWI
87.6%
766
2
Individuals
12.4%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of March 3, 2026
Discretionary100.0%
$237M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.
Total AUM$237M
Total Accounts874
10Y AUM Change+$125M (+110.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee291:1
10Y Employee Change0 (0.0%)
* 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.