RIA Intel›Advisers›Massachusetts›PACELINE WEALTH MANAGEMENT, LLC

PACELINE WEALTH MANAGEMENT, LLC

Advisory

MA

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in MA
#1,350
of 1,590 advisers by AUM
Average account
$364K
across 52 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-34.1% 1Y
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