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PENSIONBEE

LONDON, United Kingdom · CRD 331741 · IAPD ↗ · +44(0)20 3457 8444

$4.0MRegulatory AUM
1Advisory reps
15Employees
345Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — PENSIONBEE notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
August 2024 — PENSIONBEE (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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