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PELKONEN AND ASSOCIATES LLC

MELVILLE, NY · CRD 305933 · IAPD ↗ · ampwealthcare.com · (631) 396-1032

$293.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — PELKONEN AND ASSOCIATES LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — PELKONEN AND ASSOCIATES LLC reported RAUM up 26% ($169.5M -> $212.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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