Pendulum Wealth Partners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 335762
- SEC number
- 801-132537
- Firm type
- RIA
- Assets under management
- $282.8M as of Mar 20, 2026
- Website
- www.pendulum.partners ↗
- Phone
- 630-861-6143
- Address
- 500 Park Blvd, Itasca, IL, 60143
Advisors at this firm
9 in our index · page 1 of 1
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Alison Leigh BrandtCRD 2876957 · Itasca, ILIA RegisteredRegistration inactive
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Shawn L KennedyCRD 4197128 · Itasca, ILIA RegisteredRegistration inactiveDisclosure event(s) on record
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Matthew Kerry Mc WherterCRD 5142155 · Itasca, ILIA RegisteredBroker
-
Colleen NesslarCRD 2367170 · Itasca, ILIA RegisteredRegistration inactive
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Thomas Allan ParkerCRD 6239027 · Itasca, ILIA RegisteredRegistration inactive
-
Gino PoliCRD 6945254 · Itasca, ILIA RegisteredRegistration inactive
-
Mark Richard StephensCRD 7224162 · Itasca, ILIA RegisteredRegistration inactive
-
Jeffrey ThranaCRD 3191738 · Itasca, ILIA RegisteredBroker
-
Ryan Richard VanceCRD 8223903 · Itasca, ILIA Registered
1–9 of 9
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 335762 ↗
FINRA BrokerCheck record for firm CRD 335762 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.