# Pelkonen And Associates

Pelkonen And Associates is a Bank / Wealth / Trust based in Melville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Melville, United States
- **Region:** North America
- **Address:** 425 Broadhollow Road, Suite 112, Melville, NY 11747, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** ampwealthcare.com
- **LinkedIn:** https://www.linkedin.com/company/pelkonen-and-associates-llc

## Regulatory record

- **CRD number:** 305933
- **SEC file number:** 801-118271
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-13
- **Reports private funds:** No

## About

Pelkonen And Associates was founded in 2020 by Allan Pelkonen in Melville, New York. The firm operates as a registered investment advisor, building on Pelkonen's personal track record of advising families over a thirty-year span that predates the entity itself. The office at 425 Broadhollow Road anchors a practice whose website reaches clients throughout the United States. Investment mandates are shaped by individual financial plans, covering comprehensive planning, retirement income design, and wealth preservation. The firm states it blends asset management with issue-specific consulting, calibrating portfolios to each client's risk tolerance and time horizon. Geographic reach spans central Long Island outward to a national client base, though no specific portfolio companies or co-investors are publicly disclosed. Team size and aggregate assets under management are not publicly reported. No recent press release or regulatory filing captures a discrete capital deployment, adjacent philanthropic vehicle, or partner office. The contact information lists a single Main Office in Melville, New York, and an email-subscription list for financial-education content. Pelkonen practices a generalist wealth-management model without the sourcing network of a multi-family office or the deal-by-deal co-investment architecture of a venture-backed RIA. The structural differentiator is the explicit planning-first mandate: every engagement begins with a financial plan, and the asset allocation serves that plan. Succession structure beyond the CEO is not publicly disclosed.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## People

- Allan Pelkonen — President & CEO

## Questions

### Does Pelkonen And Associates participate in fund commitments or only direct managed accounts?

The firm describes a personalized investment strategy designed around each client's risk tolerance, time horizon, and goals — a structure typical of separately managed accounts. There is no public mention of fund-of-funds commitments or pooled private vehicles.

### Which sectors does Pelkonen And Associates explicitly avoid?

The firm does not publish an exclusion list. Its stated focus areas — financial planning, retirement, and wealth preservation — indicate a generalist, goals-based approach rather than thematic or sector-concentrated mandates.

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- [Pelion Venture Partners](https://altss.com/profile/pelion-venture-partners)
- [Pelorus Venture Capital](https://altss.com/profile/pelorus-venture-capital)

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Updated: 2026-10-23T13:38:53Z

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