Single Family OfficeRIA · CRD 285206SEC-Registered

Updated:

Pegasus Wealth Management

PEGASUS WEALTH MANAGEMENT is an SEC-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1...

Pegasus Wealth Management

PEGASUS WEALTH MANAGEMENT is an SEC-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs Pegasus Wealth Management?

No principals are identified in public records. The firm maintains no website, regulatory filings, or media presence that would disclose its leadership or investment committee structure.

What is Pegasus Wealth Management's investment strategy?

The strategy is not publicly documented. Without deal records or fund commitments in the public domain, it is unclear whether the office invests directly, allocates to external managers, or functions primarily as a custody vehicle for existing family assets.

Does Pegasus Wealth Management co-invest with other family offices or institutional investors?

There is no public evidence of co-investment activity. The firm's absence from industry databases and media coverage makes it unlikely that it participates in syndicated or club deals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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