Pedicord Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,359,027
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
77
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
Very HighAverage account size
$952,715
About
Pedicord Wealth Management is an independent registered investment adviser serving individuals, high‑net‑worth clients, businesses and ERISA retirement plans; it manages roughly $85.6 million across about 77 client relationships. The firm provides discretionary portfolio management, ongoing financial planning, and may introduce third‑party asset managers to implement specialized portions of client portfolios.
Its investment process is grounded in individualized financial planning, asset allocation and diversification, with attention to tax‑aware portfolio construction and time horizon considerations. The firm uses a mix of passive ETFs, mutual funds and active managers, and selects and monitors third‑party asset managers (TPAMs) such as SEI and AssetMark to deliver targeted exposures and model allocations.
Compared with many peers, Pedicord notably works directly with pension and profit‑sharing retirement plans and offers educational seminars and workshops for plan participants, services it generally provides at no charge. The firm frequently combines direct portfolio oversight with TPAM relationships and custodial platform features to assemble customized portfolios aligned with each client’s objectives.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
Financial planning fixed fees range from $1,000 to $10,000.
$0 - $500,000.99: 1.25% $500,001 - $2,000,000.99: 1.00% $2,000,001 - $4,000,000.99: 0.75% $4,000,001 - $10,000,000.99: 0.50% $10,000,001+: Negotiable
Up to $250/hour for financial planning services.
Account minimum: $250,000 Fee-only: Annual advisory fees generally vary between 0.25% and 1.25% of assets under management; fees may be negotiable.
Main office location
Pedicord Wealth Management, LLC
6520 Lonetree Blvd, Suite 124
Rocklin CA 95765, United States
Number of offices
1
Most active in
Pedicord Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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