Advisor at PYN Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PYN Wealth Management LLC
Location
Breckenridge, CO 80424
Credentials
Series 65
Industry experience
8 years
Andria Pyn is the principal advisor at PYN Wealth Management LLC in Breckenridge, Colorado, holding a Series 65 designation with eight years of industry experience. Prior to founding her firm in 2023, she worked for seven years at Zidel Financial, Inc. Outside of her advisory role, she is employed as a bartender in the hospitality industry. PYN Wealth Management provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses an investment approach based on Modern Portfolio Theory, combining fundamental and technical analysis to manage diversified portfolios with a focus on long-term holdings.
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.35%
210 S. Ridge St.
Breckenridge, CO 80424
Colorado · Texas
Pyn Wealth Management, LLC
2023 - Present (3 years)
Zidel Financial, Inc.
2016 - 2023 (7 years)
The Mint Steakhouse
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Breckenridge, CO
Zidel Financial Inc.
Series 63, Series 65
Breckenridge, CO
Gladstone Financial LLC
Series 65
Silverthorne, CO
Covered Call LLC
CFA®
Dillon, CO
DC Capital Management, LLC
CFP®, Series 63, Series 65
Breckenridge, CO
Pierce Wealth Partners, Inc.
CFP®
Frisco, CO
Capital Consulting & Asset Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")