Investment adviser · CRD 130487

PINES WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ST.LOUIS, MO, United States · Form ADV filed Apr 12, 2012

Regulatory AUM
$44.4M
Form ADV · Item 5.F
Client accounts
99
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

11475 OLDE CABIN ROAD, SUITE 220
ST.LOUIS, MO, 63141-7129, United States

CRD 130487

Filing source

Form ADV 639861 · Apr 12, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.