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

$104,581Item 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$104,581

Private client RAUM

$104,581derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Individual clients

1

SEC number

801-111883

CRD

289467

Filings on the tape

16

First filed

Sep 19, 2017

Latest filed

Mar 25, 2026

Organised

Corporation

Website

piowealth.com

• Occurred

  Mar 27, 2020
  Regulatory AUM changed

  Pioneer Administrative Services Ltd reported RAUM $44.8M, down 88% from $379.5M (2020-01-09 to 2020-03-27)

  Form ADVobserved 6 days ago
  $-335M
• Occurred

  Sep 19, 2017
  First Form ADV filing

  Pioneer Administrative Services Ltd filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac631d8b-0fe5-fbf0-cf8d-83bbe38e56a3

First observed

Sep 19, 2017

Last observed

Mar 25, 2026 6 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.