Mitchell & Pahl Private Wealth, Llc
- Regulatory AUM
- $450M
- Discretionary
- $410M
- Clients
- 225
- Avg AUM / client
- $2.0M
- Accounts
- 920
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Investments (13F portfolio — 149 positions, $272,208,657)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $8,109,239 | 28,025 | 2.98% | 1.8% |
| 2 | Seagate Technology Hldngs Pl | ORD SHS | $7,509,630 | 7,782 | 2.76% | 1.67% |
| 3 | Broadcom Inc | COM | $6,464,847 | 17,114 | 2.38% | 1.44% |
| 4 | Microsoft Corp | COM | $5,509,337 | 14,770 | 2.02% | 1.22% |
| 5 | Cisco Sys Inc | COM | $4,920,156 | 41,889 | 1.81% | 1.09% |
| 6 | Johnson & Johnson | COM | $4,750,381 | 18,704 | 1.75% | 1.06% |
| 7 | Teradyne Inc | COM | $4,567,481 | 9,440 | 1.68% | 1.02% |
| 8 | Texas Instrs Inc | COM | $4,523,544 | 15,176 | 1.66% | 1.01% |
| 9 | Goldman Sachs Group Inc | COM | $4,504,802 | 4,454 | 1.65% | 1.0% |
| 10 | Exxon Mobil Corp | COM | $4,368,867 | 31,956 | 1.61% | 0.97% |
| 11 | Linde Plc | SHS | $4,173,881 | 8,043 | 1.53% | 0.93% |
| 12 | Unitedhealth Group Inc | COM | $4,011,278 | 9,651 | 1.47% | 0.89% |
| 13 | Valero Energy Corp | COM | $4,002,710 | 15,370 | 1.47% | 0.89% |
| 14 | Abbvie Inc | COM | $3,925,234 | 15,598 | 1.44% | 0.87% |
| 15 | Novartis Ag | SPONSORED ADR | $3,648,246 | 23,278 | 1.34% | 0.81% |
| 16 | Ecolab Inc | COM | $3,636,951 | 13,054 | 1.34% | 0.81% |
| 17 | Phillips 66 | COM | $3,551,747 | 21,010 | 1.3% | 0.79% |
| 18 | General Dynamics Corp | COM | $3,515,555 | 9,925 | 1.29% | 0.78% |
| 19 | Waste Mgmt Inc Del | COM | $3,497,458 | 15,692 | 1.28% | 0.78% |
| 20 | Nextera Energy Inc | COM | $3,495,767 | 39,829 | 1.28% | 0.78% |
| 21 | 3 M Co | COM | $3,481,938 | 21,505 | 1.28% | 0.77% |
| 22 | Taiwan Semiconductor Manufac | SPONSORED ADS | $3,404,264 | 7,128 | 1.25% | 0.76% |
| 23 | Home Depot Inc | COM | $3,349,807 | 9,498 | 1.23% | 0.74% |
| 24 | Procter & Gamble Co | COM | $3,286,689 | 22,413 | 1.21% | 0.73% |
| 25 | Wec Energy Group Inc | COM | $3,236,303 | 27,716 | 1.19% | 0.72% |
Top 25 of 149 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 136 | $48.6M | 10.8% |
| High net worth individuals | 89 | $395M | 87.7% |
| Charitable organizations | Fewer than 5 clients | $6.9M | 1.52% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian D. Mitchell | Partner, Portfolio Manager, Chief Compliance Officer | Jan 2020 (7y) | 50% – 75% | |
| Candace Pahl | Partner, Wealth Manager | Jan 2020 (7y) | 50% – 75% |
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) | 02/03/2026 | 1.02 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $450M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗