# Pembroke Wealth Management

Pembroke Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mike-santana-700a02113

## Regulatory record

- **CRD number:** 281341
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281341

## About

Pembroke Wealth Management, LLC is a state-registered investment adviser in Wilmington, NC. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Pembroke Wealth Management's fee structure work?

As a registered investment advisor, Pembroke charges fees based on a percentage of assets under management. Specific fee schedules are not public but are typical for multi-family offices and RIAs. Clients should review the firm's Form ADV for detailed fee disclosures.

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- [Guanill Wealth Management](https://altss.com/profile/guanill-wealth-management)
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Last updated: 2026-07-06T01:24:23.134Z

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