# Pendulum Wealth Partners

> Pendulum Wealth Partners is an SEC-registered investment advisory firm in Itasca, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 335762
- Filed as: PENDULUM WEALTH PARTNERS
- Legal name: Ejmk Ventures LLC
- Also doing business as: PENDULUM WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Itasca, IL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335762
- AdvisorCensus page: https://advisorcensus.com/firm/pendulum-wealth-partners-itasca-il-335762

## Quick answers

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

**How much does Pendulum Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $500,000 a year (Family Office Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pendulum Wealth Partners located?**
Pendulum Wealth Partners' principal office is in Itasca, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pendulum Wealth Partners registered with the SEC or a state?**
Pendulum Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335762.

**How much does Pendulum Wealth Partners manage?**
Pendulum Wealth Partners reports $282,822,771 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Pendulum Wealth Partners' assets and staff changed since 2025?**
In the Form ADV data for Pendulum Wealth Partners: Regulatory assets under management: $0 in the October 2025 data and $282,822,771 in the October 2026 data. Total employees: 11 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pendulum Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (165); high net worth individuals (102); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Pendulum Wealth Partners use?**
Pendulum Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pendulum Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335762

**Does Pendulum Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "Pendulum Wealth Partners generally requires a minimum relationship size of $500,000 to effectively implement its investment process."

**What changed in Pendulum Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $254,387,315 to $282,822,771 (+11%). Changed its office addresses in Burr Ridge, IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $500,000

> Pendulum Wealth Partners generally requires a minimum relationship size of $500,000 to effectively implement its investment process.

- Flat fee: $500,000 a year (Family Office Services)

> Family Office fees are offered for a fixed annual fee ranging up to $500,000 plus an annual percentage of total assets advised upon, ranging from 0.45% to 1.05%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $282,822,771
- Discretionary: $282,822,771
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 165 | $68,266,202 |
| High net worth individuals | 102 | $210,395,507 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $3,988,356 |
| Corporations or other businesses not listed above | Fewer than 5 | $172,706 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Burr Ridge, IL

### Websites listed on Form ADV (Item 1.I)
- pendulum.partners
- LinkedIn @pendulum-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 11 | May 13, 2025 |
| October 2026 | $282,822,771 | 13 | March 20, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $282,822,771 in the October 2026 data.
Total employees: 11 in October 2025 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $254,387,315 to $282,822,771 (+11%).
- Changed its office addresses in Burr Ridge, IL.

### January 2026
- Registered or notice-filed in FL.

### December 2025
- Regulatory assets under management went from $0 to $254,387,315.
- Registered or notice-filed in MI, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pendulum Wealth Partners (CRD 335762): Form ADV filing data as of October 2026.