Boldin Advisors
8yrs
8 years in the industry
Pace Wealth
Location not listed. Legal name: Pace Wealth LLC
About the firm
A registered investment advisory firm. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$0
Individual clientsNot stated
Median years of experience–
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Pace Wealth
These advisors list Pace Wealth as a current employer in their career history. Their main registration is with another firm, shown on each card.
1Advisors
–Median years of experience
1States with offices
–Offices
Also known as
Pace Private Wealth · Pace Wealth LLC
About Pace Wealth
How do I contact Pace Wealth?
Call the main office at (585) 713-7306. The main office is at , .
How is Pace Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Pace Wealth offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Pace Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.