Pollux Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$119,148,835
Total clients
40
38% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
13
Average account size
$2,978,721
About
Pollux Wealth Management provides portfolio management and financial planning to individual clients, including high‑net‑worth households, and also advises trusts, estates, corporations, and private funds. The firm offers discretionary portfolio management and ongoing investment reviews as its primary client services.
The firm’s investment process blends quantitative, fundamental, technical, cyclical and economic analysis to drive model-based asset allocation and security selection, using both long‑ and short‑term strategies and strategic asset allocation. PWM places trades under limited power of attorney through a qualified custodian and conducts periodic performance and exposure reviews consistent with its fiduciary duties.
Uncommon for a supported firm of this size, Pollux serves as sponsor and general partner to an affiliated pooled private fund and provides portfolio management for that pooled vehicle, with third‑party administration and annual audited financials; the firm does not charge its usual AUM fee on assets placed in the affiliated fund to address conflicts of interest. Affiliated activities extend beyond traditional advisory work — principals are involved in mortgage, insurance, and venture/placement entities that receive finders’ fees or carried interest for introduced investments — and those relationships are disclosed in the brochure and described as potential conflicts.
Client services
Expertise
Fee options
Fixed fees may be negotiated and established as fixed fees for one year, with amounts commensurate with asset-based fees; maximum prepayment not more than $500 per client and 6 months in advance.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
Main office location
Pollux Wealth Management
1313 N Webb Rd, Ste 160
Wichita KS 67206, United States
Number of offices
1
Most active in
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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
Quick links
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