Pendulum Wealth Partners - Investment Advisers

About Pendulum Wealth Partners

Pendulum Wealth Partners is an investment adviser headquartered in Itasca, Illinois, and its legal name is Ejmk Ventures LLC. The firm reports $282.82 million in regulatory assets under management and has 13 employees. It appears among investment advisers in Illinois, within the wider US investment advisers directory. The firm describes its work as combining certified public accounting and wealth services under one advisory framework. It says it serves individuals, families, and business owners through major life and business changes, with planning coordinated across the whole of a client's situation rather than delivered in separate pieces. Its materials emphasize building ongoing client relationships as the basis for advice, with decisions informed by shared information and regular communication among team members. The firm presents this coordinated approach as a way to reduce gaps that can arise when guidance comes from several unconnected providers.

Key Facts

Assets Under Management

$282.82M

Employees

13

SEC File Number

801-132537