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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PIONEER WEALTH MANAGEMENT GROUP

PIONEER WEALTH MANAGEMENT GROUP, INC, CRD 133429

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:483128f4-834c-74ca-69ea-4c56b5066ae7

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Jan 8, 2021 to Feb 5, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $399MItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $399M
Private client RAUM: $399MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $36.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,658
Individual clients: 453
High net worth clients: 46
Custody, client assets: $51.3M
SEC number: 801-120285
CRD: 133429
Filings on the tape: 17
First filed: Jan 8, 2021
Latest filed: Feb 5, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MILAD TAGHEHCHIAN	Certified Financial Planner\|Personal Financial Specialist	AUSTIN, TX	17	24	2	no
CHRISTOPHER JANUSZ CYNDECKI	Certified Financial Planner\|Chartered Financial Analyst	AUSTIN, TX	13	15	n/a	no
IAN LIBARDO TENNANT	Chartered Financial Consultant	AUSTIN, TX	13	14	n/a	no
DAPHNE LENORE JORDAN	Certified Financial Planner	AUSTIN, TX	8	13	1	no
Nicole Marie Renaux	Certified Financial Planner	AUSTIN, TX	7	15	1	no
Anthony John Guzman	Certified Financial Planner	AUSTIN, TX	5	14	n/a	no
April Busby	Certified Financial Planner\|Personal Financial Specialist	Kingsport, TN \| AUSTIN, TX	5	21	n/a	no
Shirley Stacy Sanchez	Certified Financial Planner	AUSTIN, TX	3	10	n/a	no
ANGELLA Izumi WELCOME	Certified Financial Planner	Albuquerque, NM \| AUSTIN, TX	2	11	2	no
Iza Valery Picazo	n/a	AUSTIN, TX	1	12	n/a	no
Nicolle Lachelle Yates	Certified Financial Planner	AUSTIN, TX	0	13	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TAGHEHCHIAN, MILAD	CHIEF EXECUTIVE OFFICER	E	yes	11/2004	Jan 8, 2021	Feb 16, 2024
Renaux, Nicole, Marie	CHIEF COMPLIANCE OFFICER	Na	no	04/2022	Apr 29, 2022	Feb 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kingsport	Tn	United States	1	no
Plano	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$399M	$399M	11	9	3	n/a	n/a
2024	Mar 19, 2025	$274M	$240M	11	9	2	n/a	n/a
2023	Feb 16, 2024	$215M	$215M	8	8	2	n/a	n/a
2022	Feb 9, 2023	$161M	$156M	8	8	2	n/a	n/a
2021	Apr 29, 2022	$155M	$154M	9	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$399M	$274M	45.9%	$161M	35.4%	11	11	3	2

Relationships

Registered with (11)

← Nicolle Lachelle YatesAdvisorregistration: previous registration
Nov 16, 2022 to Jan 9, 2023factForm ADV
← Iza Valery PicazoAdvisorregistration: current employment
Dec 23, 2024 to presentfactForm ADV
← ANGELLA Izumi WELCOMEAdvisorregistration: current employment
Apr 17, 2024 to presentfactForm ADV
← Shirley Stacy SanchezAdvisorregistration: current employment
Feb 10, 2023 to presentfactForm ADV
← April BusbyAdvisorregistration: current employment
Jun 3, 2021 to presentfactForm ADV
← Anthony John GuzmanAdvisorregistration: current employment
Dec 2, 2020 to presentfactForm ADV
← Nicole Marie RenauxAdvisorregistration: current employment
Jan 28, 2019 to presentfactForm ADV
← DAPHNE LENORE JORDANAdvisorregistration: current employment
Nov 15, 2017 to presentfactForm ADV
← IAN LIBARDO TENNANTAdvisorregistration: current employment
Aug 22, 2013 to presentfactForm ADV
← CHRISTOPHER JANUSZ CYNDECKIAdvisorregistration: current employment
Jun 27, 2013 to presentfactForm ADV
← MILAD TAGHEHCHIANAdvisorregistration: previous registration
Feb 16, 2005 to Dec 31, 2008factForm ADV

Controls (1)

← TAGHEHCHIAN, MILADOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Jan 8, 2021 to Feb 16, 2024factForm ADV

Owns (1)

← Renaux, Nicole, MarieOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 29, 2022 to Feb 16, 2024factForm ADV

Dated events

Occurred
Feb 5, 2026
Regulatory AUM changed
Pioneer Wealth Management Group reported RAUM $399.2M, up 46% from $273.7M (2025-11-21 to 2026-02-05)
Form ADVobserved 6 days ago
$126M
Occurred
Jan 9, 2023
Advisor changed firm
Nicolle Lachelle Yates left Pioneer Wealth Management Group for Ml&R Wealth Management Llc (registered 2023-02-02)
Form ADVobserved 6 days ago
Occurred
Jan 8, 2021
First Form ADV filing
Pioneer Wealth Management Group, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:483128f4-834c-74ca-69ea-4c56b5066ae7
First observed: Jan 8, 2021
Last observed: Feb 5, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PIONEER WEALTH MANAGEMENT GROUP

PIONEER WEALTH MANAGEMENT GROUP, INC, CRD 133429

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:483128f4-834c-74ca-69ea-4c56b5066ae7

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MILAD TAGHEHCHIAN

Certified Financial Planner|Personal Financial Specialist

AUSTIN, TX

CHRISTOPHER JANUSZ CYNDECKI

Certified Financial Planner|Chartered Financial Analyst

AUSTIN, TX

n/a

IAN LIBARDO TENNANT

Chartered Financial Consultant

AUSTIN, TX

n/a

DAPHNE LENORE JORDAN

Certified Financial Planner

AUSTIN, TX

Nicole Marie Renaux

Certified Financial Planner

AUSTIN, TX

Anthony John Guzman

Certified Financial Planner

AUSTIN, TX

n/a

April Busby

Certified Financial Planner|Personal Financial Specialist

Kingsport, TN | AUSTIN, TX

n/a

Shirley Stacy Sanchez

Certified Financial Planner

AUSTIN, TX

n/a

ANGELLA Izumi WELCOME

Certified Financial Planner

Albuquerque, NM | AUSTIN, TX

Iza Valery Picazo

n/a

AUSTIN, TX

n/a

Nicolle Lachelle Yates

Certified Financial Planner

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TAGHEHCHIAN, MILAD

CHIEF EXECUTIVE OFFICER

yes

11/2004

Jan 8, 2021

Feb 16, 2024

Renaux, Nicole, Marie

CHIEF COMPLIANCE OFFICER

04/2022

Apr 29, 2022

Feb 16, 2024

City

State

Country

Employees

Also broker-dealer

Kingsport

United States

Plano

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$399M

n/a

2024

Mar 19, 2025

$274M

$240M

n/a

2023

Feb 16, 2024

$215M

n/a

2022

Feb 9, 2023

$161M

$156M

n/a

2021

Apr 29, 2022

$155M

$154M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$399M

$274M

45.9%

$161M

35.4%