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PETTIBONE WEALTH MANAGEMENT, LLC
CRD 147352
2801D ST. MARY'S AVENUE, HANNIBAL, MO, 63401, United States
Phone
573-221-5622
Fax
888-841-8764
Registration
— (—)
Source
State registered
Total AUM
$32.5M
Discretionary AUM
$32.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $6.6M |
| High net worth individuals | 12 | $25.9M |
Official SEC filing: View on IAPD