# Pantheon Wealth Planning

> Pantheon Wealth Planning is a state-registered investment advisory firm in San Jose, CA, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated February 19, 2026.

- CRD: 166825
- Filed as: PANTHEON WEALTH PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166825
- AdvisorCensus page: https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825

## Quick answers

**How is Pantheon Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Pantheon Wealth Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pantheon Wealth Planning located?**
Pantheon Wealth Planning's principal office is in San Jose, CA, according to its Form ADV.

**Is Pantheon Wealth Planning registered with the SEC or a state?**
Pantheon Wealth Planning is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166825.

**What types of clients does Pantheon Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); corporations or other businesses not listed above (15).

**Does Pantheon Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166825

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 26 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pantheonwealthplanning.com](https://pantheonwealthplanning.com)
- [pantheonwealthplanning.com/new-client-onboarding](https://pantheonwealthplanning.com/new-client-onboarding)
- Facebook @pantheonwp
- LinkedIn @kyle-chuang-25b3653
- LinkedIn @sheripan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pantheon Wealth Planning (CRD 166825): Form ADV filing data as of October 2026.