# Pedicord Wealth Management, LLC

> Pedicord Wealth Management, LLC is a state-registered investment advisory firm in Rocklin, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 314931
- Filed as: PEDICORD WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rocklin, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314931
- AdvisorCensus page: https://advisorcensus.com/firm/pedicord-wealth-management-llc-rocklin-ca-314931

## Quick answers

**How is Pedicord Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pedicord Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Pedicord Wealth Management, LLC located?**
Pedicord Wealth Management, LLC's principal office is in Rocklin, CA, according to its Form ADV.

**Is Pedicord Wealth Management, LLC registered with the SEC or a state?**
Pedicord Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 314931.

**How much does Pedicord Wealth Management, LLC manage?**
Pedicord Wealth Management, LLC reports $85,589,312 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Pedicord Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pedicord Wealth Management, LLC: Regulatory assets under management: $0 in the October 2021 data and $85,589,312 in the October 2026 data. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pedicord Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Pedicord Wealth Management, LLC 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/314931

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $85,589,312
- Discretionary: $85,589,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $20,527,702 |
| High net worth individuals | 20 | $52,831,325 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $12,230,285 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 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)
- yourwealthlife.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | August 24, 2021 |
| October 2026 | $85,589,312 | 1 | March 20, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $85,589,312 in the October 2026 data.
Total employees: 2 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pedicord Wealth Management, LLC (CRD 314931): Form ADV filing data as of October 2026.