Angella Welcome
Pioneer Wealth Management Group · Albuquerque, New Mexico
Angella Welcome is a fee-only financial advisor at Pioneer Wealth Management Group in Albuquerque, New Mexico, who holds the CFP credential. Pioneer Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pioneer Wealth Management Group |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $399.2M across 1,658 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 6458898 |
| Exams passed | Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | pioneerwealth.com |
How Angella's firm compares
- Pioneer Wealth Management Group's average account is about $241,000, from its Form ADV (assets managed divided by 1,658 accounts).
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Questions about Angella
Is Angella Welcome a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angella holds no broker registration, and Pioneer Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angella charge for financial advice?
Angella's firm, Pioneer Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angella Welcome based?
Angella Welcome is based in Albuquerque, New Mexico.
What credentials does Angella Welcome hold?
Angella Welcome holds the CFP credential.
Is Angella Welcome registered with the SEC?
Yes. Angella Welcome is registered as an investment adviser representative in NM and TX (CRD 6458898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pioneer Wealth Management Group manage?
Pioneer Wealth Management Group reports $399.2M across 1,658 accounts in assets under management.
How do I contact Angella Welcome?
Through Angella's website, pioneerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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