Pegasus Wealth Management

Pegasus Wealth Management (CRD# 285206) is a financial advisory firm headquartered in , . They manage $1,773,117 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.pegasuswealthmgmt.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $221,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Pegasus Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
David Kolts, financial advisor Richmond TX
David B. Kolts
CRD#: 4909760
Richmond, TX

David Kolts (CRD# 4909760) is an Investment Advisor Representative working at Pegasus Wealth Management in Richmond, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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