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.

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

$4.0MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$4.0M

Private client RAUM

$4.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

15

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

345

Individual clients

345

SEC number

801-130697

CRD

331741

Filings on the tape

10

First filed

Jun 17, 2024

Latest filed

Mar 31, 2026

Organised

Corporation, DE

• Occurred

  Jun 17, 2024
  First Form ADV filing

  Pensionbee filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:84d5eccf-a40c-46a1-da17-c4163d57b75d

First observed

Jun 17, 2024

Last observed

Mar 31, 2026 5 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.