{
  "crd_number": 142856,
  "slug": "pioneer-family-office-llc-north-miami-beach-fl-142856",
  "primary_business_name": "PIONEER FAMILY OFFICE, LLC",
  "legal_name": "PIONEER FAMILY OFFICE, LLC",
  "dbas": [
    "PIONEER WEALTH MANAGEMENT"
  ],
  "city": "North Miami Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-31",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 956780912.0,
  "raum_discretionary": 956780912.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22732073.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 218302104.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 715746735.0,
      "count": 70
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://piowealth.com/PFO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142856",
  "city_as_filed": "NORTH MIAMI BEACH",
  "url": "https://advisorcensus.com/firm/pioneer-family-office-llc-north-miami-beach-fl-142856",
  "display_name": "Pioneer Family Office, LLC",
  "summary": "Pioneer Family Office, LLC is an SEC-registered investment advisory firm in North Miami Beach, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.",
  "citation": "AdvisorCensus. Pioneer Family Office, LLC (CRD 142856): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Pioneer Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pioneer Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pioneer Family Office, LLC located?",
      "a": "Pioneer Family Office, LLC's principal office is in North Miami Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Pioneer Family Office, LLC registered with the SEC or a state?",
      "a": "Pioneer Family Office, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 142856."
    },
    {
      "q": "How much does Pioneer Family Office, LLC manage?",
      "a": "Pioneer Family Office, LLC reports $956,780,912 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pioneer Family Office, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pioneer Family Office, LLC: Regulatory assets under management: $551,057,558 in the October 2021 data and $956,780,912 in the October 2026 data, up 74%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pioneer Family Office, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (70); high net worth individuals (60); individuals (other than high net worth individuals) (40)."
    },
    {
      "q": "Which custodians does Pioneer Family Office, LLC use?",
      "a": "Pioneer Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius BAR & CO.AG and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pioneer Family Office, LLC report any disciplinary disclosures?",
      "a": "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/142856"
    },
    {
      "q": "What changed in Pioneer Family Office, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $791,454,982 to $956,780,912 (+21%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 551057558.0,
      "total_employees": 4,
      "filing_date": "2021-06-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 664148031.0,
      "total_employees": 4,
      "filing_date": "2022-08-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 626265698.0,
      "total_employees": 5,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 703204904.0,
      "total_employees": 5,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 791454982.0,
      "total_employees": 5,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 956780912.0,
      "total_employees": 5,
      "filing_date": "2026-04-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $791,454,982 to $956,780,912 (+21%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Julius BAR & CO.AG",
      "name_as_filed": "BANK JULIUS BAR & CO.AG",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pioneer-family-office-llc-north-miami-beach-fl-142856.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 22732073.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 218302104.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 70,
      "fewer_than_5": false,
      "raum": 715746735.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142856",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}