RIA Intel›Advisers›California›PI WEALTH MANAGEMENT LLC

PI WEALTH MANAGEMENT LLC

Advisory

SAN RAMON, CA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in CA

#3,179

of 5,480 advisers by AUM

Average account

$729K

across 91 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$0

Non-Discretionary AUM$66M

Discretionary %0%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

91 clients

The full client-type breakdown and the share of AUM each category represents.

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