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PEDICORD WEALTH MANAGEMENT, LLC

CRD 314931 · SEC 801-121740

Visit website

6520 LONETREE BLVD, SUITE 124, ROCKLIN, CA, 95765, United States

Phone

916-596-6433

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$85.6M

Discretionary AUM

$85.6M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals57$20.5M
High net worth individuals20$52.8M
Pension/profit sharing plans5$12.2M

All web addresses on file

Official SEC filing: View on IAPD