Dakota
Dakota
Book a Demo
Talk to an Expert

Pendulum Wealth Partners

EST. AUM
$254,387,315

CONTACTS
2

CLIENT ACCOUNTS
3,087

Firm Details

Metro area Chicago
CRD Number 335762
Website pendulum.partners
Client types

Overview

Pendulum Wealth Partners, based in Itasca, Illinois, is a newly launched independent RIA founded by ex-Ameriprise advisors Matthew McWherter and Tom Parker, backed by Mosaic Holdings LLC. Though its SEC filings currently show $0 in reported AUM, press reports indicate the team oversees approximately $400 million in client assets, primarily from entrepreneurial families and business owners. The firm’s mission focuses on integrated wealth services—offering tax optimization, accounting, investment management, succession planning, and business advisory within a consolidated advisory framework.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy