Pelorus Capital Management
Pelorus Capital Management is a privately held Wells Fargo Advisors Financial Network affiliate that delivers comprehensive wealth management — anchored by its proprietary Pelorus Method™ planning framework — to high-net-worth executives, entrepreneurs, attorneys, CPAs, and retirees across 30 U.S. states through three sub-brand teams.
- Company typePrivate
- Founded-
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Pelorus Capital Management does
Pelorus Capital Management is a privately held, SEC-registered investment advisory practice operating as an affiliate of Wells Fargo Advisors Financial Network (WFAFN). Founded by Anne Norris, Joseph V. Volz, and Bill Hargrove — former Merrill Lynch colleagues — the firm operates from its Irvine, California headquarters with a second office in Redondo Beach and is structured across three sub-brand teams: Pelorus Capital Management, Clark Stoddard Wealth Advisory Group, and The Eddy Investment Group. The practice serves high-net-worth individuals nationwide — senior executives of publicly traded companies, technology entrepreneurs, owners of privately held businesses, attorneys, CPAs, and retirees — with services licensed across 30 U.S. states.
The firm's core offering is The Pelorus Method™, a proprietary comprehensive-planning methodology built on the eMoney financial planning platform that extends beyond investment selection to life planning, goals-based portfolio construction, equity compensation analysis, and coordinated engagement with clients' external professional advisors. Supporting service modules include a Family Financial Overview, customized investment management via the Wells Fargo Advisors Private Investment Management (PIM) program (with a $50,000 account minimum), retirement income planning, liability management, legacy and philanthropy planning, and advanced planning for business succession, education, and long-term care.
The business model is fee-based recurring wealth management, with revenue generated from advisory fees, investment management fees, and planning services delivered through the WFAFN broker-dealer and custodial infrastructure. The go-to-motion relies on enterprise-style field sales: experienced financial advisors are recruited with sign-on bonuses, 1099 income flexibility, and book acquisition financing, while client acquisition is driven by Forbes Best-in-State brand recognition, ProVisors referral network participation, and CPA/attorney referral pipelines. Pricing is quote-based and not publicly disclosed.
Pelorus Capital Management firmographics
Firmographics- Name
- Pelorus Capital Management
- Legal name
- Pelorus Capital Management
- Website
- https://peloruscapital.net
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Pelorus Capital Management is a privately held Wells Fargo Advisors Financial Network affiliate that delivers comprehensive wealth management — anchored by its proprietary Pelorus Method™ planning framework — to high-net-worth executives, entrepreneurs, attorneys, CPAs, and retirees across 30 U.S. states through three sub-brand teams.
- Ownership category
- akta.pro rank
Pelorus Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Pelorus Capital Management is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Pelorus Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management and Advisory Services: The firm generates revenue through financial advisory fees, investment management services, and planning services. Operating as an SEC-registered investment advisor affiliated with Wells Fargo Advisors Financial Network (WFAFN), members SIPC, the practice offers investment products and services through the Wells Fargo network. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Full-service wealth management for high-net-worth individuals |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Pelorus Capital Management product offering
Product offeringCore offering
Pelorus Capital Management is a wealth management practice providing comprehensive financial planning, investment management, retirement planning, estate planning, and liability management services to high-net-worth individuals, executives, and business owners. The practice operates as an SEC-registered investment advisor affiliated with Wells Fargo Advisors Financial Network, leveraging the proprietary Pelorus Method™ planning framework built on the eMoney® platform and the Wells Fargo PIM program for discretionary portfolio management.
Product overview
Pelorus Capital Management is a nationally recognized wealth management practice offering a unified platform of financial services through three sub-brands: Pelorus Capital Management (Irvine), Clark Stoddard Wealth Advisory Group, and The Eddy Investment Group (Redondo Beach). The core offering is The Pelorus Method™, a comprehensive financial planning process built on the eMoney® platform. Service modules include Family Financial Overview, Investment Management, Retirement Plans & Company Benefits, Retirement Income Planning, Liability Management, Legacy Planning & Philanthropy, and Advanced Planning. The practice also offers Advisor Transition Services for independent advisors seeking to join the platform.
Differentiator
Problem solved
Functional benefit
Products and services
- The Pelorus Method™ A comprehensive financial planning process built on the eMoney® platform that guides clients through life planning beyond simple investment strategy selection, emphasizing accountability and coordination with professional advisors. It is intended for high-net-worth individuals and executives seeking holistic wealth management.
- Family Financial Overview Service helping clients clarify family values, goals, and objectives while organizing their financial life. Designed for individuals and families seeking structured financial planning.
- Investment Management Development of customized portfolios designed to efficiently help clients reach their life's goals through prudent investing principles, executed through the Wells Fargo Advisors Private Investment Management (PIM) program. Aimed at high-net-worth individuals and executives.
- Retirement Plans & Company Benefits Analysis of executive stock compensation, corporate benefits, and concentrated equity to help clients make optimal decisions. Targeted at executives with equity compensation and complex corporate benefits.
- Retirement Income Planning Tax-efficient strategy design for generating income in retirement by incorporating all sources of income. Designed for retirees and pre-retirees seeking sustainable income.
- Liability Management Full analysis of potential liabilities, optimization strategy recommendations, and insurance planning assistance. Designed for high-net-worth individuals with complex liability profiles.
- Legacy Planning & Philanthropy Review of estate and wealth transfer strategies, philanthropic and gifting technique recommendations, and coordination with estate planning attorneys. Designed for individuals and families focused on wealth transfer and philanthropy.
- Advanced Planning Services including business succession planning, intergenerational planning, education planning, and long-term care planning. Designed for business owners and families with multi-generational wealth needs.
- Pelorus Capital Management Team Practice The primary team practice based in Irvine, CA, offering comprehensive wealth management services with over 100 years of combined experience through the Pelorus Method™.
- Clark Stoddard Wealth Advisory Group A dedicated team of Pelorus Capital Management focused on proactive financial planning, investment advice, retirement planning, and wealth preservation strategies, doing business under the Clark Stoddard Wealth Advisory Group name.
- The Eddy Investment Group of Pelorus Capital Management A team based in Redondo Beach, CA, doing business as The Eddy Investment Group of Pelorus Capital Management, focused on collaborative, multi-generational financial strategies for individuals, families, and small businesses.
- Advisor Transition Services Support services for financial advisors transitioning to Pelorus, including sign-on bonuses, 1099 income flexibility, expense services, technology management, and staff support. Designed for experienced financial advisors seeking a boutique practice environment.
Quantifiable outcome
- Recognized as Forbes Best-in-State Wealth Management Teams 2023, 2024, and 2026
Companies that use Pelorus Capital Management
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Pelorus Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Pelorus Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wells Fargo Advisors Financial Network (WFAFN)coreWells Fargo Advisors Financial Network provides the operational infrastructure for Pelorus Capital Management's wealth management services. WFAFN offers custodial and clearing services, market research and data, advisory and discretionary platforms, mutual funds, ETFs, UITs, private placements, alternative investments, SMAs, insurance and annuities, lending services, and philanthropic coordination through DAFs. Investment products and services are offered through Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Pelorus Capital Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA serving high-net-worth and ultra-high-net-worth clients with comprehensive financial planning, investment management, tax, and estate services. Comparable to Pelorus in target client segment (executives, business owners, retirees) and full-service wealth management model, though at materially larger scale.
- Mercer Advisors: Independent RIA specializing in comprehensive wealth management for HNW households, with concentration in retirement income, estate planning, and tax services. Closely comparable to Pelorus in client segment and comprehensive planning model, with similar multi-state licensing.
- Moneta Group: Independent, fee-only RIA serving HNW individuals, families, and business owners with integrated financial planning and investment management. Comparable to Pelorus in service model, HNW focus, and team-based advisory structure.
- Aspiriant: Fee-only RIA serving HNW individuals and families with comprehensive financial planning, tax, and investment management. Comparable in HNW client focus and integrated planning approach, with similar boutique positioning.
- Bessemer Trust: Private wealth management firm serving ultra-high-net-worth individuals and families with investment management, trust, estate, and family office services. Comparable to Pelorus in HNW/ultra-HNW focus and multi-generational planning emphasis, though at materially higher client minimums.
Broad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, tax, estate, and retirement planning to HNW individuals and families. Comparable in service breadth and HNW focus, but operates at significantly greater scale with national rather than regional footprint.
- Edelman Financial Engines: Large national RIA providing wealth management and financial planning to mass-affluent and HNW clients. Comparable in core service offering but materially larger scale and broader client demographic than Pelorus.
- Cetera Financial Group: Independent broker-dealer and advisor network offering custodial, advisory, and practice management support to affiliated wealth management teams. Comparable to WFAFN in providing the infrastructure layer that Pelorus and similar affiliated practices rely upon.
- Commonwealth Financial Network: Independent broker-dealer and RIA network supporting affiliated wealth management practices with custody, technology, and practice management resources. Comparable to WFAFN in serving as platform provider for advisor-led wealth management teams like Pelorus.
Emerging players
- Carson Group: Wealth management firm and advisor platform supporting independent financial advisors with technology, coaching, and back-office services. Comparable in advisor transition/recruitment model and emphasis on team-based practices serving HNW clients.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Pelorus Capital Management social profiles
Digital presencePelorus Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pelorus Capital Management leadership team
Management profileNumber of profiles
Profiles11 records
Pelorus Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pelorus Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pelorus Capital Management
What does Pelorus Capital Management do?
Pelorus Capital Management is a wealth management practice providing comprehensive financial planning, investment management, retirement planning, estate planning, and liability management services to high-net-worth individuals, executives, and business owners. The practice operates as an SEC-registered investment advisor affiliated with Wells Fargo Advisors Financial Network, leveraging the proprietary Pelorus Method™ planning framework built on the eMoney® platform and the Wells Fargo PIM program for discretionary portfolio management.
Is Pelorus Capital Management a public or private company?
Pelorus Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pelorus Capital Management founded?
Pelorus Capital Management was founded in -1. It employs 1 to 10 people.
Where is Pelorus Capital Management based?
Pelorus Capital Management is headquartered in Irvine, United States, in the North America region.
How does Pelorus Capital Management make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are Pelorus Capital Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Mercer Advisors, Moneta Group, Aspiriant and Bessemer Trust. Broad incumbents are Creative Planning, Edelman Financial Engines, Cetera Financial Group and Commonwealth Financial Network. Carson Group is listed as an emerging player.
Does Pelorus Capital Management have an API?
No public API is recorded for Pelorus Capital Management.
What industry is Pelorus Capital Management in?
Pelorus Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 52394 and its SIC code is 6282.