Pactolus
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 155195
- SEC number
- 801-71915
- Firm type
- RIA
- Assets under management
- $187.8M as of Mar 10, 2026
- Website
- www.linkedin.com/company/pactolus-private-wealth-management ↗
- Phone
- 571-297-6364
- Address
- 8614 Westwood Center Drive, Vienna, VA, 22182
Advisors at this firm
6 in our index · page 1 of 1
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David Gerald ChandikCRD 5811197 · Vienna, VAIA Registered
-
Jacob Evans HamptonCRD 8258175 · Vienna, VAIA RegisteredBroker
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Alan Mitchell HarterCRD 2165788 · Vienna, VAIA RegisteredBroker
-
Angela Deadra PerryCRD 1598933 · Spring, TXIA RegisteredBroker
-
Cierra Michelle TelleenCRD 8229916 · Vienna, VAIA Registered
-
Narges ZamaniCRD 6411987 · Vienna, VAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 155195 ↗
FINRA BrokerCheck record for firm CRD 155195 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.