PYN Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,654,305
Clients
32
Advisors
1
of 1 employees
About
Pyn Wealth Management LLC provides financial planning and discretionary portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Advisory services include tax, insurance, retirement and estate planning advice and implementation using mutual funds, ETFs, stocks, bonds, REITs and certificates of deposit, with the firm managing assets on both a regular custodian platform and in adviser‑class annuities for clients who already hold annuities.
The firm builds asset allocation using Modern Portfolio Theory informed by both fundamental and technical analysis, tailoring recommendations to each client’s age, time horizon, income, liabilities, risk tolerance and concentration needs. PWM generally implements long‑term positions, accepts discretionary authority while allowing clients to impose written investment restrictions, and conducts portfolio reviews at least annually.
Noteworthy features relative to many independent peers include the firm’s explicit acceptance of corporate and other business clients, and its ongoing use of adviser‑class annuity contracts with an option to replace contracts when a more favorable alternative exists. The firm is relatively new and modest in scale—managing roughly $4.8 million for about 32 clients—and discloses that the firm’s principal devotes a portion of time to administrative support for another investment firm as an outside business activity.
Client services
Expertise
Fee options
$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%
Main office
210 S. Ridge St.
Breckenridge CO 80424
Advisors at this office
1
Most active in
Colorado · 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 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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