Pioneer Wealth Management

Overview

PIONEER ADMINISTRATIVE SERVICES LTD reports its principal office in Herzliya Pituach, Israel, and no other offices.¹ Its filed client type is individuals who are not high-net-worth, while its published services also address affluent, high-net-worth and ultra-high-net-worth families.¹²³

History

Pioneer Wealth Management states that it has provided wealth-management services since 1986.²³

Leadership

Aviram Nahum is listed as Manager and Chief Executive Officer.¹ Ruth Bacal is listed as Chief Compliance Officer, Chief Operations Officer and Head of Client Services.¹ The published team includes Dafna Gonen, Director and CEO, Pioneer Wealth Management Group; Mike Ellis, Chief Investment Officer of Pioneer Wealth Management; Yuli Petreikov, Senior Portfolio Manager, Global Markets and Head of ESG Investments (PFP); and Omri Keli, Senior Wealth Manager and Investments Manager.²

Services

Filed advisory services include portfolio management for individuals and small businesses and selecting other advisers.¹ The firm describes holistic financial planning, wealth management and family-office services.²³ Its portfolio management combines direct stocks and bonds with funds and index trackers in shekels or foreign currency.⁴ Portfolios are tailored to client needs and risk profile.⁴³ The filed fee type is a percentage of assets under management.¹

What the firm offers

• Investment management
• Financial planning
• Administration and bill pay

Client focus

The firm’s published materials describe services for affluent, high-net-worth and ultra-high-net-worth families.² TheMarker describes portfolio management, financial planning and wealth management for affluent families.³

Investment philosophy and approach

The firm says its investment philosophy emphasizes asset allocation, diversification and risk management.⁵⁴ Its structured approach includes an Investment Committee, a Pioneer Investment Research team and a Senior Wealth Manager as the client contact.⁵

Assets and minimums

Form ADV reports regulatory assets under management of 104,581.00 as of March 25, 2026.¹ The filing reports individuals who are not high-net-worth as the client type associated with those regulatory assets.¹

FAQs

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Sources

1. Form ADV, CRD 289467 , accessed/as of March 25, 2026.
2. Pioneer Wealth Management , accessed/as of October 23, 2026.
3. TheMarker profile , accessed/as of August 10, 2021.
4. Pioneer portfolio management , accessed/as of October 23, 2026.
5. Pioneer structured approach , accessed/as of October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.