# PYN Wealth Management LLC

> PYN Wealth Management LLC is a state-registered investment advisory firm in Breckenridge, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327667
- Filed as: PYN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Breckenridge, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327667
- AdvisorCensus page: https://advisorcensus.com/firm/pyn-wealth-management-llc-breckenridge-co-327667

## Quick answers

**How is PYN Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PYN Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is PYN Wealth Management LLC located?**
PYN Wealth Management LLC's principal office is in Breckenridge, CO, according to its Form ADV.

**Is PYN Wealth Management LLC registered with the SEC or a state?**
PYN Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327667.

**How much does PYN Wealth Management LLC manage?**
PYN Wealth Management LLC reports $4,757,785 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does PYN Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); corporations or other businesses not listed above (2); high net worth individuals (1).

**Does PYN 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/327667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,757,785
- Discretionary: $4,757,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $3,197,379 |
| High net worth individuals | 1 | $1,456,926 |
| 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 | 2 | $103,480 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pynwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PYN Wealth Management LLC (CRD 327667): Form ADV filing data as of October 2026.