Pendulum Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Itasca, IL. Its latest Form ADV filing, dated March 20, 2026, reports $283M in regulatory assets under management, 13 employees, 1 office, and 927 accounts.
Assets Under Management
$283M
Employees
13
Offices
1 office
Total Clients
274
Primary office
ITASCA, IL
500 PARK BLVD, STE 1400, ITASCA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
165
2
HNWI
37.2%
102
3
Pension Plans
2.6%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of March 20, 2026
Discretionary100.0%
$283M
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.
Latest AUM$283M
Total Accounts927
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee21:1
10Y Employee Change+4 (+44.4%)
* 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.