PENCE WEALTH MANAGEMENT RECOGNIZED IN BARRON’S 2021 TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS
Barron’s has included Pence Wealth Management in the list of the 2021 Top 100 Private Wealth Management Teams*. We are honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be the firm’s second year to be included in the rankings after being recognized as one of the Top 50 Private Wealth Management Team* in 2019. Our team would like to thank all our clients for their support.
The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
We invite you to share this exciting news with your family and friends, especially those interested in seeking wealth management services from an experienced advisor. The greatest honor that we can receive is your endorsement.
We look forward to our continued collaborative efforts in planning for your future and, as always, we are available to discuss any opportunities, concerns or changes to your financial plans.
Thank you for your continued business and trust.
*Barron’s Top 100 Private Wealth Management Teams (2021) and the Top 50 Private Wealth Management Teams (2019) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report).
Laila Pence is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Pence Wealth Management, a Registered Investment Advisor.
Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, LLC (“LPL Financial”) member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through Pence Wealth Management (“PWM”), a registered investment advisor.
Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/21, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets.
LPL Financial, Forbes, Barron’s and Pence Wealth Management are all separate entities.