Pegasus Wealth Management
Pegasus Wealth Management (CRD# 285206) is a financial advisory firm headquartered in , . They manage $1,053,058 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$150,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Kolts (CRD# 4909760) is an Investment Advisor Representative working at Pegasus Wealth Management in Richmond, TX and has over 17 years of experience in the finance industry. David Kolts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.