Pendleton Financial Wealth Management

CRD 325303 · Raleigh, NC · $160.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 325303
SEC number: 801-127988
Firm type: RIA
Assets under management: $160.0M as of Mar 31, 2026
Website: www.pendletonfinancial.com ↗
Phone: 919-781-4167
Address: 2607 Oberlin Road, Raleigh, NC, 27608

Advisors at this firm

1 in our index · page 1 of 1

Gray Ellis PendletonCRD 5968190 · Raleigh, NC

IA RegisteredRegistration inactive

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 325303 ↗ FINRA BrokerCheck record for firm CRD 325303 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.