Pioneer Wealth Management Group, Inc
- Regulatory AUM
- $399M
- Discretionary
- $399M
- Clients
- 499
- Avg AUM / client
- $800K
- Accounts
- 1,658
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 453 | $238M | 59.7% |
| High net worth individuals | 46 | $161M | 40.3% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Milad Taghehchian | Chief Executive Officer | CFP Personal Financial Specialist | Nov 2004 (22y) | 75% or more |
| Nicole Marie Renaux | Chief Compliance Officer | CFP | Jan 2019 (8y) | Less than 5% |
| Christopher Janusz Cyndecki | Registered representative | CFP CFA | Jun 2013 (13y) | |
| Ian Libardo Tennant | Registered representative | Chartered Financial Consultant | Aug 2013 (13y) | |
| Daphne Lenore Jordan | Registered representative | CFP | Nov 2017 (9y) | |
| Anthony John Guzman | Registered representative | CFP | Dec 2020 (6y) | |
| April Busby | Registered representative | CFP Personal Financial Specialist | Jun 2021 (5y) | |
| Shirley Stacy Sanchez | Registered representative | CFP | Feb 2023 (3y) | |
| Angella Izumi Welcome | Registered representative | CFP | Apr 2024 (2y) | |
| Iza Valery Picazo | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $366M (92% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗