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PIONEER WEALTH MANAGEMENT GROUP

AUSTIN, TX · CRD 133429 · IAPD ↗ · 512-334-6800

$399.2MRegulatory AUM
9Advisory reps
11Employees
148Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — PIONEER WEALTH MANAGEMENT GROUP notice-filed in CO, NC, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2026 — PIONEER WEALTH MANAGEMENT GROUP reported RAUM up 46% ($273.7M -> $399.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — PIONEER WEALTH MANAGEMENT GROUP notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — PIONEER WEALTH MANAGEMENT GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — PIONEER WEALTH MANAGEMENT GROUP notice-filed in LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PIONEER WEALTH MANAGEMENT GROUP reported RAUM up 27% ($214.8M -> $273.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — PIONEER WEALTH MANAGEMENT GROUP reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — PIONEER WEALTH MANAGEMENT GROUP now reports custody of client assets ($10.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
March 2024 — PIONEER WEALTH MANAGEMENT GROUP notice-filed in NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — PIONEER WEALTH MANAGEMENT GROUP reported RAUM up 34% ($160.8M -> $214.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.