Pegasus Wealth Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 285206 · · WWW.PEGASUSWEALTHMGMT.COM

☆ Save with Pro ADV data as of Mar 31, 2026

Regulatory AUM: $4.3M
Discretionary: $0
Clients: 8
Avg AUM / client: $542K
Accounts: 9
Employees: 1

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	8	$3.9M	89.3%
Corporations and other businesses	Fewer than 5 clients	$466K	10.7%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
David Byron Kolts	Registered representative	CFP	Nov 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/31/2026	1.2 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

Shareholders Service Group, Inc. $1.1M (25% of AUM) Mar 2026
Truist Financial Corp $776K (18% of AUM) Mar 2026
Equitable Distributors, Llc $651K (15% of AUM) Mar 2026
Franklin Templeton Fund Adviser, Llc $353K (8% of AUM) Mar 2026
Capital Group $253K (6% of AUM) Mar 2026
Utah Educational Savings Plan $81.9K (2% of AUM) Mar 2026
Edward D. Jones & Co., L.P. $40.0K (1% of AUM) Mar 2026
Pacific Life Fund Advisors, Llc $28.3K (1% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗