Angella Izumi Welcome
Investment Adviser Representative at Pioneer Wealth Management Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Angella Izumi Welcome is an investment adviser representative with Pioneer Wealth Management Group in Albuquerque, NM, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Kestra Advisory Services, LLC and Dimensional FUND Advisors LP. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Mexico and Texas.
Registrations & licenses
- Investment adviser:
- New Mexico, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dimensional Fund AdvisorsFeb 2018 – Aug 2022Austin, TX
- University of New MexicoAug 2015 – Dec 2017Albuquerque, NM
- Thornburg Investment ManagementAug 2016 – Dec 2016Santa Fe, NM
- Kestra Investment Services, LLCSep 2022 – Dec 2023Austin, TX
- UnemployedJan 2024 – Mar 2024Austin, TX
- Pioneer Wealth Management GroupApr 2024 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pioneer Wealth Management Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $2,000,0001.00%
- Next $2,000,0000.85%
- Next $2,000,0000.55%
- Next $4,000,0000.45%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Austin, TX
- SEC file number:
- 801-120285
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 5, 2026
View full firm profileOther advisors at Pioneer Wealth Management Group
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angella Izumi Welcome has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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