# Pantheon Wealth Planning

Pantheon Wealth Planning is a RIA based in San Jose.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Jose
- **Assets under management:** Undisclosed
- **Website:** https://pantheonwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sheripan

## Regulatory record

- **CRD number:** 166825
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166825

## About

PANTHEON WEALTH PLANNING is a state-registered investment adviser in SAN JOSE, CA. It has 6 employees and 2 investment advisers. The firm is based in the city.

## Questions

### Who runs Pantheon Wealth Planning?

No named principals or executives are publicly associated with Pantheon Wealth Planning. The firm does not list a leadership team on any accessible website or professional profile, so its management structure is unknown (public record).

### Where does the wealth managed by Pantheon Wealth Planning come from?

The origin of the underlying wealth is not publicly disclosed. No family name, industry source, or generational context has been associated with the firm (public record).

### Does Pantheon Wealth Planning have an office or headquarters?

A headquarters address or city for Pantheon Wealth Planning is not available in any public record. There is no known registration or visible business location (public record).

## Related profiles

- [Darcy Brix Investment Representative, Inc](https://altss.com/profile/darcy-brix-investment-representative-inc)
- [Chapman Investment Management](https://altss.com/profile/chapman-investment-management-llc)

---

Last updated: 2026-07-09T00:59:39.448Z

Canonical page: https://altss.com/profile/pantheon-wealth-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology