SEC Form ADV

PENDLETON FINANCIAL WEALTH MANAGEMENT

Registered Investment AdviserNC
$160.0M
Assets Under Management
365
Total Clients
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Registration Details

Accession
CRD-325303
Location
RALEIGH, NC
Filing Date
March 31, 2026
AUM
$160.0M
Total Clients
365
Amendment
No

About this Adviser

PENDLETON FINANCIAL WEALTH MANAGEMENT is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $160.0M in assets across 365 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.